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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
261
+2
227
$5K ﹤0.01%
101
228
$5K ﹤0.01%
51
229
$5K ﹤0.01%
+74
230
$5K ﹤0.01%
525
+7
231
$5K ﹤0.01%
123
+1
232
$5K ﹤0.01%
+51
233
$5K ﹤0.01%
280
-408
234
$5K ﹤0.01%
74
235
$5K ﹤0.01%
50
236
$5K ﹤0.01%
20
237
$4K ﹤0.01%
27
238
$4K ﹤0.01%
38
239
$4K ﹤0.01%
6
240
$4K ﹤0.01%
90
241
$4K ﹤0.01%
1,000
242
$4K ﹤0.01%
500
243
$4K ﹤0.01%
158
+2
244
$4K ﹤0.01%
89
245
$4K ﹤0.01%
69
246
$4K ﹤0.01%
47
247
$3K ﹤0.01%
450
248
$3K ﹤0.01%
2
249
$3K ﹤0.01%
4
250
$3K ﹤0.01%
38
8 9
10
11 12