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
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$942K
3
+$752K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$730K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$266K

Top Sells

1
+$3.44M
2
+$1.39M
3
+$1.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$83.5K
5
ADP icon
Automatic Data Processing
ADP
+$83K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
+100
202
$6K ﹤0.01%
89
203
$6K ﹤0.01%
47
204
$6K ﹤0.01%
57
205
$6K ﹤0.01%
146
206
$5K ﹤0.01%
94
207
$5K ﹤0.01%
1,000
208
$5K ﹤0.01%
500
209
$5K ﹤0.01%
78
210
$5K ﹤0.01%
82
211
$5K ﹤0.01%
+252
212
$5K ﹤0.01%
34
213
$5K ﹤0.01%
100
214
$5K ﹤0.01%
200
215
$5K ﹤0.01%
44
-36
216
$5K ﹤0.01%
4
217
$4K ﹤0.01%
+300
218
$4K ﹤0.01%
137
219
$4K ﹤0.01%
6
220
$4K ﹤0.01%
51
221
$4K ﹤0.01%
105
222
$4K ﹤0.01%
67
223
$4K ﹤0.01%
74
224
$4K ﹤0.01%
89
225
$4K ﹤0.01%
69
7 8
9
10 11