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
$300M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$6.31M
3
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.24M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$955K

Top Sells

1
+$1.13M
2
+$248K
3
+$103K
4
VHT icon
Vanguard Health Care ETF
VHT
+$54.8K
5
USB icon
US Bancorp
USB
+$39.6K

Sector Composition

1 Technology 2.12%
2 Industrials 0.76%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.52%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
75
202
$6K ﹤0.01%
83
203
$6K ﹤0.01%
67
204
$6K ﹤0.01%
558
+9
205
$6K ﹤0.01%
377
206
$5K ﹤0.01%
259
-1
207
$5K ﹤0.01%
74
208
$5K ﹤0.01%
42
209
$5K ﹤0.01%
220
210
$5K ﹤0.01%
66
211
$5K ﹤0.01%
351
-89
212
$5K ﹤0.01%
71
213
$5K ﹤0.01%
52
-12
214
$5K ﹤0.01%
69
215
$5K ﹤0.01%
34
216
$4K ﹤0.01%
51
217
$4K ﹤0.01%
312
+3
218
$4K ﹤0.01%
264
219
$4K ﹤0.01%
96
220
$4K ﹤0.01%
394
-1
221
$4K ﹤0.01%
310
+3
222
$4K ﹤0.01%
137
223
$4K ﹤0.01%
196
224
$4K ﹤0.01%
300
-1
225
$4K ﹤0.01%
38
7 8
9
10 11