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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
14
+2
252
$1K ﹤0.01%
18
253
$1K ﹤0.01%
100
254
$1K ﹤0.01%
48
255
$1K ﹤0.01%
9
256
$1K ﹤0.01%
40
257
$1K ﹤0.01%
8
258
$1K ﹤0.01%
+120
259
$1K ﹤0.01%
+22
260
$1K ﹤0.01%
20
261
$1K ﹤0.01%
24
262
$1K ﹤0.01%
749
263
$1K ﹤0.01%
82
264
$1K ﹤0.01%
7
265
$0 ﹤0.01%
2
266
$0 ﹤0.01%
1
267
$0 ﹤0.01%
2
268
– –
-65
269
– –
-448
270
$0 ﹤0.01%
10
271
– –
-500
272
$0 ﹤0.01%
+1
273
– –
-1,000
274
– –
-565
275
– –
-2,413
9 10
11
12 13