CMA
Cedar Mountain Advisors Portfolio holdings
AUM $446M
AUM
$446M
AUM Growth
-$8.66M (-2%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
| 1 | $1.33M | |
| 2 | $1.11M | |
| 3 | $416K | |
| 4 | $278K | |
| 5 | $272K |
Top Sells
| 1 | $345K | |
| 2 | $202K | |
| 3 | $140K | |
| 4 | $98.5K | |
| 5 | $95.4K |
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0% | 232 +3 | +1% | +$138 | |||
| $10.4K | 0% | 28 | New | +$10.4K | |||
| $10.3K | 0% | 61 | – | – | |||
| $10.2K | 0% | 156 | New | +$10.2K | |||
| $9.96K | 0% | 350 | New | +$9.96K | |||
| $9.94K | 0% | 198 -14 | -7% | -$703 | |||
| $9.8K | 0% | 1,023 | – | – | |||
| $9.71K | 0% | 221 | New | +$9.71K | |||
| $9.06K | 0% | 151 +1 | +0.7% | +$60 | |||
| $9K | 0% | 384 | – | – | |||
| $8.66K | 0% | 38 | – | – | |||
| $8.64K | 0% | 121 | – | – | |||
| $8.41K | 0% | 199 | – | – | |||
| $7.97K | 0% | 181 | – | – | |||
| $7.95K | 0% | 299 +185 | +162% | +$4.92K | |||
| $7.94K | 0% | 50 | – | – | |||
| $7.77K | 0% | 452 | – | – | |||
| $7.75K | 0% | 210 | – | – | |||
| $7.64K | 0% | 69 | – | – | |||
| $7.48K | 0% | 1,050 -450 | -30% | -$3.2K | |||
| $7.42K | 0% | 200 | – | – | |||
| $7.25K | 0% | 346 +3 | +0.9% | +$63 | |||
| $7.19K | 0% | 100 | – | – | |||
| $7.18K | 0% | 2,000 | – | – | |||
| $7.15K | 0% | 1,000 | – | – |
