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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$790K
3
+$518K
4
VTV icon
Vanguard Value ETF
VTV
+$421K
5
AAPL icon
Apple
AAPL
+$300K

Top Sells

1
+$1.9M
2
+$895K
3
+$607K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$287K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$215K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
50
252
$3K ﹤0.01%
121
253
$3K ﹤0.01%
981
254
$3K ﹤0.01%
42
255
$3K ﹤0.01%
129
-180
256
$3K ﹤0.01%
57
257
$3K ﹤0.01%
450
258
$3K ﹤0.01%
2
259
$3K ﹤0.01%
4
260
$3K ﹤0.01%
38
261
$2K ﹤0.01%
107
262
$2K ﹤0.01%
5
263
$2K ﹤0.01%
43
264
$2K ﹤0.01%
27
-39
265
$2K ﹤0.01%
28
-42
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$2K ﹤0.01%
250
267
$2K ﹤0.01%
28
268
$2K ﹤0.01%
22
269
$2K ﹤0.01%
132
270
$2K ﹤0.01%
+100
271
$2K ﹤0.01%
63
272
$2K ﹤0.01%
34
273
$2K ﹤0.01%
99
-400
274
$2K ﹤0.01%
88
275
$2K ﹤0.01%
102
9 10
11
12 13