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
$339M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$8.14M
3
+$2.56M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.19M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.47M

Top Sells

1
+$877K
2
+$204K
3
+$183K
4
DRIV icon
Global X Autonomous & Electric Vehicles ETF
DRIV
+$125K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$119K

Sector Composition

1 Technology 2.13%
2 Industrials 1.03%
3 Consumer Discretionary 0.77%
4 Consumer Staples 0.63%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.3M 18.99%
231,529
+4,022
2
$62.8M 18.55%
378,381
+5,941
3
$29.3M 8.65%
244,617
-7,328
4
$27.4M 8.1%
272,818
-1,181
5
$26M 7.67%
862,225
+20,023
6
$22.7M 6.71%
210,652
+504
7
$19M 5.63%
52,533
-183
8
$15M 4.43%
+491,501
9
$12.1M 3.58%
129,851
+27,379
10
$8.88M 2.62%
177,870
+29,509
11
$8.78M 2.59%
59,379
+2,513
12
$8.14M 2.4%
+165,367
13
$3.39M 1%
27,744
-873
14
$3.23M 0.96%
12,710
-52
15
$3.02M 0.89%
13,262
-131
16
$2.37M 0.7%
63,183
17
$2.19M 0.65%
+28,903
18
$1.65M 0.49%
9,441
+508
19
$1.08M 0.32%
5,770
-371
20
$1.02M 0.3%
4,979
+49
21
$980K 0.29%
4,618
22
$964K 0.28%
2,685
-510
23
$771K 0.23%
2,499
24
$702K 0.21%
1,988
25
$591K 0.17%
5,454
-385
1
2 3 4 5