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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.38K ﹤0.01%
+25
227
$3.25K ﹤0.01%
38
228
$3.14K ﹤0.01%
90
229
$2.94K ﹤0.01%
1,000
230
$2.87K ﹤0.01%
282
231
$2.69K ﹤0.01%
123
232
$2.66K ﹤0.01%
18
-83
233
$2.64K ﹤0.01%
981
234
$2.61K ﹤0.01%
121
235
$2.58K ﹤0.01%
99
236
$2.52K ﹤0.01%
57
237
$2.36K ﹤0.01%
404
238
$2.33K ﹤0.01%
53
239
$2.29K ﹤0.01%
7
+2
240
$2.26K ﹤0.01%
+225
241
$2.23K ﹤0.01%
212
242
$2.21K ﹤0.01%
450
243
$2.2K ﹤0.01%
103
244
$2.13K ﹤0.01%
28
245
$2.09K ﹤0.01%
47
246
$2.04K ﹤0.01%
206
247
$2.02K ﹤0.01%
100
248
$1.96K ﹤0.01%
22
249
$1.96K ﹤0.01%
+46
250
$1.94K ﹤0.01%
1,000
8 9
10
11 12