CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.51K ﹤0.01%
163
177
$8.5K ﹤0.01%
388
178
$8.48K ﹤0.01%
228
179
$8.46K ﹤0.01%
508
180
$8.06K ﹤0.01%
230
181
$8.04K ﹤0.01%
132
182
$7.9K ﹤0.01%
71
183
$7.89K ﹤0.01%
1,000
184
$7.86K ﹤0.01%
69
185
$7.81K ﹤0.01%
452
186
$7.4K ﹤0.01%
65
+5
187
$7.06K ﹤0.01%
70
-9
188
$6.93K ﹤0.01%
36
189
$6.92K ﹤0.01%
500
190
$6.87K ﹤0.01%
75
191
$6.57K ﹤0.01%
518
+13
192
$6.29K ﹤0.01%
96
193
$6.24K ﹤0.01%
83
-127
194
$6.12K ﹤0.01%
384
+53
195
$5.77K ﹤0.01%
34
196
$5.69K ﹤0.01%
53
+1
197
$5.59K ﹤0.01%
74
+1
198
$5.42K ﹤0.01%
315
+3
199
$5.29K ﹤0.01%
70
-136
200
$5.09K ﹤0.01%
99
+53
6 7
8
9 10