CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
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
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
1
$61.4M 21.94%
254,684
-14,277
2
$49.3M 17.63%
360,797
+7,156
3
$29.6M 10.59%
288,735
-13,563
4
$24.5M 8.76%
252,859
+2,745
5
$22.7M 8.1%
721,802
+23,251
6
$18.8M 6.7%
59,762
-3,474
7
$18.7M 6.69%
203,741
+914
8
$7.73M 2.76%
183,619
+17,852
9
$7.11M 2.54%
53,462
+7,086
10
$6.92M 2.47%
94,950
-400
11
$5.43M 1.94%
63,973
-983
12
$3.17M 1.13%
17,994
-471
13
$3M 1.07%
13,415
+629
14
$2.27M 0.81%
29,600
15
$1.91M 0.68%
63,183
16
$1.11M 0.4%
5,241
+165
17
$928K 0.33%
4,735
-101
18
$868K 0.31%
6,542
+752
19
$822K 0.29%
5,364
+2
20
$815K 0.29%
4,618
21
$750K 0.27%
3,189
+660
22
$702K 0.25%
14,091
-221
23
$546K 0.2%
2,457
-7
24
$509K 0.18%
8,468
+1,183
25
$488K 0.17%
3,447
-144
1
2 3 4 5