CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+7.15%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$303M
AUM Growth
+$6.83M
(+2.3%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-4.67%
Top 10 Holdings %
Top 10 Hldgs %
90.1%
Holding
318
New
19
Increased
49
Reduced
52
Closed
19
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$6.98M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$248K |
| 4 |
Vanguard Financials ETF
VFH
|
$164K |
| 5 |
Procter & Gamble
PG
|
$125K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$5.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$4.67M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.87M |
| 4 |
Invesco CurrencyShares Australian Dollar Trust
FXA
|
$2.24M |
| 5 |
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% |
