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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.92K ﹤0.01%
55
252
$1.87K ﹤0.01%
165
253
$1.85K ﹤0.01%
49
+24
254
$1.85K ﹤0.01%
28
255
$1.85K ﹤0.01%
27
256
$1.83K ﹤0.01%
156
257
$1.69K ﹤0.01%
2,000
258
$1.63K ﹤0.01%
20
259
$1.59K ﹤0.01%
102
260
$1.58K ﹤0.01%
107
261
$1.57K ﹤0.01%
27
262
$1.32K ﹤0.01%
+19
263
$1.13K ﹤0.01%
75
264
$1.12K ﹤0.01%
11
265
$1.09K ﹤0.01%
+6
266
$973 ﹤0.01%
+10
267
$948 ﹤0.01%
5
268
$938 ﹤0.01%
20
269
$872 ﹤0.01%
31
270
$830 ﹤0.01%
74
271
$816 ﹤0.01%
749
272
$812 ﹤0.01%
100
273
$754 ﹤0.01%
50
274
$721 ﹤0.01%
82
275
$713 ﹤0.01%
50
9 10
11
12 13