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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.09K ﹤0.01%
38
227
$7.07K ﹤0.01%
+73
228
$7.05K ﹤0.01%
82
-14
229
$6.91K ﹤0.01%
248
230
$6.81K ﹤0.01%
155
+18
231
$6.76K ﹤0.01%
199
232
$6.76K ﹤0.01%
508
233
$6.6K ﹤0.01%
500
234
$6.54K ﹤0.01%
105
235
$6.49K ﹤0.01%
1,000
236
$6.3K ﹤0.01%
163
237
$6.3K ﹤0.01%
2,000
238
$6.25K ﹤0.01%
100
+1
239
$6.25K ﹤0.01%
274
240
$6.24K ﹤0.01%
134
241
$6.16K ﹤0.01%
100
-50
242
$6.05K ﹤0.01%
350
243
$6.04K ﹤0.01%
77
+1
244
$6.02K ﹤0.01%
+50
245
$6.02K ﹤0.01%
166
+156
246
$5.88K ﹤0.01%
55
247
$5.82K ﹤0.01%
94
248
$5.75K ﹤0.01%
259
249
$5.61K ﹤0.01%
60
250
$5.54K ﹤0.01%
57
8 9
10
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