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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.3K ﹤0.01%
45
227
$5.21K ﹤0.01%
+175
228
$5.2K ﹤0.01%
137
229
$4.96K ﹤0.01%
94
230
$4.79K ﹤0.01%
25
231
$4.76K ﹤0.01%
114
+25
232
$4.73K ﹤0.01%
52
233
$4.65K ﹤0.01%
+126
234
$4.56K ﹤0.01%
98
+24
235
$4.53K ﹤0.01%
69
236
$4.52K ﹤0.01%
+66
237
$4.44K ﹤0.01%
200
238
$4.32K ﹤0.01%
99
239
$4.31K ﹤0.01%
90
240
$4.29K ﹤0.01%
53
241
$4.1K ﹤0.01%
18
+2
242
$4.04K ﹤0.01%
99
243
$3.87K ﹤0.01%
170
244
$3.83K ﹤0.01%
47
245
$3.75K ﹤0.01%
+30
246
$3.7K ﹤0.01%
2,501
247
$3.67K ﹤0.01%
282
248
$3.44K ﹤0.01%
+50
249
$3.37K ﹤0.01%
38
250
$3.33K ﹤0.01%
+50
8 9
10
11 12