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
$350M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$538K
2
+$293K
3
+$245K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$230K
5
NKE icon
Nike
NKE
+$218K

Top Sells

1
+$478K
2
+$467K
3
+$398K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$156K

Sector Composition

1 Technology 2.34%
2 Industrials 0.82%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.46%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.05K ﹤0.01%
350
202
$5.04K ﹤0.01%
126
203
$4.95K ﹤0.01%
264
204
$4.92K ﹤0.01%
128
205
$4.77K ﹤0.01%
38
206
$4.72K ﹤0.01%
74
207
$4.64K ﹤0.01%
322
+4
208
$4.54K ﹤0.01%
1,000
209
$4.51K ﹤0.01%
69
210
$4.5K ﹤0.01%
32
211
$4.46K ﹤0.01%
196
212
$4.35K ﹤0.01%
282
213
$4.33K ﹤0.01%
146
214
$4.28K ﹤0.01%
90
215
$4.24K ﹤0.01%
259
216
$4.22K ﹤0.01%
52
+2
217
$4.22K ﹤0.01%
200
218
$4.2K ﹤0.01%
94
219
$4.13K ﹤0.01%
475
220
$4.04K ﹤0.01%
52
221
$4.01K ﹤0.01%
42
222
$3.93K ﹤0.01%
137
223
$3.83K ﹤0.01%
25
224
$3.73K ﹤0.01%
147
225
$3.62K ﹤0.01%
89
7 8
9
10 11