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

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

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%
62
252
$3K ﹤0.01%
200
253
$3K ﹤0.01%
109
254
$3K ﹤0.01%
91
255
$3K ﹤0.01%
50
256
$3K ﹤0.01%
121
257
$3K ﹤0.01%
981
258
$3K ﹤0.01%
42
259
$3K ﹤0.01%
129
-180
260
$3K ﹤0.01%
57
261
$2K ﹤0.01%
107
262
$2K ﹤0.01%
5
263
$2K ﹤0.01%
37
264
$2K ﹤0.01%
43
265
$2K ﹤0.01%
27
-39
266
$2K ﹤0.01%
28
-42
267
$2K ﹤0.01%
250
268
$2K ﹤0.01%
28
269
$2K ﹤0.01%
22
270
$2K ﹤0.01%
132
271
$2K ﹤0.01%
+100
272
$2K ﹤0.01%
63
273
$2K ﹤0.01%
34
274
$2K ﹤0.01%
99
-400
275
$2K ﹤0.01%
88
9 10
11
12 13