CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
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
+$6.97M
2
+$2M
3
+$247K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.75M
2
+$4.44M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

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%
20
253
$1K ﹤0.01%
24
254
$1K ﹤0.01%
749
255
$1K ﹤0.01%
82
256
$1K ﹤0.01%
7
257
$1K ﹤0.01%
18
258
$1K ﹤0.01%
100
259
$1K ﹤0.01%
48
260
$1K ﹤0.01%
9
261
$1K ﹤0.01%
40
262
$1K ﹤0.01%
+22
263
$1K ﹤0.01%
8
264
$1K ﹤0.01%
+120
265
– –
-500
266
– –
-34
267
$0 ﹤0.01%
2
268
$0 ﹤0.01%
1
269
$0 ﹤0.01%
2
270
$0 ﹤0.01%
10
271
$0 ﹤0.01%
+1
272
$0 ﹤0.01%
2
273
– –
0
274
– –
-400
275
$0 ﹤0.01%
4
9 10
11
12 13