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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.9K ﹤0.01%
32
227
$3.89K ﹤0.01%
52
228
$3.86K ﹤0.01%
74
229
$3.75K ﹤0.01%
137
230
$3.56K ﹤0.01%
25
231
$3.56K ﹤0.01%
38
232
$3.54K ﹤0.01%
52
233
$3.49K ﹤0.01%
89
234
$3.46K ﹤0.01%
170
235
$3.43K ﹤0.01%
259
236
$3.33K ﹤0.01%
90
237
$3.22K ﹤0.01%
99
238
$3.16K ﹤0.01%
200
239
$3.11K ﹤0.01%
153
240
$3.06K ﹤0.01%
45
241
$2.93K ﹤0.01%
282
242
$2.87K ﹤0.01%
18
243
$2.59K ﹤0.01%
53
244
$2.45K ﹤0.01%
114
-9
245
$2.43K ﹤0.01%
1,000
246
$2.41K ﹤0.01%
57
247
$2.41K ﹤0.01%
147
248
$2.39K ﹤0.01%
16
-163
249
$2.35K ﹤0.01%
22
250
$2.3K ﹤0.01%
100
8 9
10
11 12