CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.16M
3
+$2.62M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.18M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.49M

Top Sells

1
+$863K
2
+$204K
3
+$159K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$126K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$118K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
576
-53
177
$10K ﹤0.01%
200
178
$10K ﹤0.01%
156
179
$10K ﹤0.01%
32
180
$9K ﹤0.01%
91
181
$9K ﹤0.01%
134
182
$9K ﹤0.01%
151
183
$9K ﹤0.01%
5,651
184
$9K ﹤0.01%
400
+12
185
$9K ﹤0.01%
163
186
$9K ﹤0.01%
142
187
$9K ﹤0.01%
1,000
188
$9K ﹤0.01%
147
189
$8K ﹤0.01%
137
190
$8K ﹤0.01%
36
191
$8K ﹤0.01%
167
192
$8K ﹤0.01%
230
193
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135
+41
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$8K ﹤0.01%
377
195
$8K ﹤0.01%
130
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$8K ﹤0.01%
18
197
$8K ﹤0.01%
+84
198
$8K ﹤0.01%
95
199
$8K ﹤0.01%
220
200
$8K ﹤0.01%
100
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