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

Top Buys

1
+$12.7M
2
+$2.73M
3
+$1.04M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$896K
5
INTC icon
Intel
INTC
+$774K

Top Sells

1
+$886K
2
+$229K
3
+$165K
4
RTX icon
RTX Corp
RTX
+$103K
5
WMT icon
Walmart
WMT
+$52.3K

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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+19
205
$2K ﹤0.01%
38
206
$1K ﹤0.01%
24
207
$1K ﹤0.01%
12
208
$1K ﹤0.01%
99
209
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88
210
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8
211
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102
212
$1K ﹤0.01%
404
213
$1K ﹤0.01%
68
214
$1K ﹤0.01%
107
215
$1K ﹤0.01%
62
216
$1K ﹤0.01%
351
217
$1K ﹤0.01%
20
218
$1K ﹤0.01%
24
219
$1K ﹤0.01%
370
220
$1K ﹤0.01%
47
-252
221
$1K ﹤0.01%
49
-250
222
$1K ﹤0.01%
1,000
223
$1K ﹤0.01%
126
224
$1K ﹤0.01%
5
225
$1K ﹤0.01%
82
7 8
9
10 11