CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+7.3%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$398M
AUM Growth
+$28.2M
(+7.6%)
Cap. Flow
+$2.09M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
80.95%
Holding
363
New
31
Increased
68
Reduced
24
Closed
6
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$363K |
| 2 |
Invesco QQQ Trust
QQQ
|
$135K |
| 3 |
United States Oil Fund
USO
|
$127K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$72.2K |
| 5 |
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% |
