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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
121
227
$4K ﹤0.01%
42
228
$4K ﹤0.01%
450
229
$4K ﹤0.01%
69
230
$4K ﹤0.01%
4
231
$4K ﹤0.01%
38
232
$3K ﹤0.01%
62
233
$3K ﹤0.01%
370
234
$3K ﹤0.01%
+91
235
$3K ﹤0.01%
57
-250
236
$3K ﹤0.01%
+63
237
$2K ﹤0.01%
102
238
$2K ﹤0.01%
28
239
$2K ﹤0.01%
22
240
$2K ﹤0.01%
132
241
$2K ﹤0.01%
12
242
$2K ﹤0.01%
34
-66
243
$2K ﹤0.01%
88
244
$2K ﹤0.01%
404
245
$2K ﹤0.01%
68
246
$2K ﹤0.01%
37
247
$2K ﹤0.01%
107
248
$2K ﹤0.01%
5
249
$2K ﹤0.01%
43
250
$2K ﹤0.01%
+250
8 9
10
11 12