CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+6.07%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$444M
AUM Growth
+$38.6M
(+9.5%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
75.05%
Holding
371
New
24
Increased
65
Reduced
51
Closed
29
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$14M |
| 2 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
$11.4M |
| 3 |
Vanguard Health Care ETF
VHT
|
$10.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.53M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.45M |
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$11.1M |
| 2 |
SPDR Portfolio Europe ETF
SPEU
|
$9.48M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$8.33M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$8.06M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.53M |
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Industrials | 0.73% |
| 4 | Consumer Staples | 0.43% |
| 5 | Financials | 0.34% |
