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
$200M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$2.78M
3
+$1.31M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$905K

Top Sells

1
+$1.18M
2
+$270K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
CVX icon
Chevron
CVX
+$55.5K

Sector Composition

1 Technology 2.38%
2 Industrials 0.97%
3 Consumer Discretionary 0.54%
4 Consumer Staples 0.43%
5 Utilities 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
47
202
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29
203
$2K ﹤0.01%
100
204
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38
205
$2K ﹤0.01%
+19
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$1K ﹤0.01%
107
207
$1K ﹤0.01%
62
208
$1K ﹤0.01%
351
209
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24
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370
211
$1K ﹤0.01%
47
-252
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49
-250
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$1K ﹤0.01%
1,000
214
$1K ﹤0.01%
126
215
$1K ﹤0.01%
5
216
$1K ﹤0.01%
82
217
$1K ﹤0.01%
43
218
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121
+1
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$1K ﹤0.01%
28
+1
220
$1K ﹤0.01%
22
221
$1K ﹤0.01%
50
222
$1K ﹤0.01%
+132
223
$1K ﹤0.01%
74
224
$1K ﹤0.01%
24
225
$1K ﹤0.01%
12
7 8
9
10 11