CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+5.55%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$350M
AUM Growth
+$17.7M
(+5.3%)
Cap. Flow
+$96.5K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
81.13%
Holding
325
New
16
Increased
82
Reduced
21
Closed
12
Top Buys
| 1 |
SPDR Portfolio Europe ETF
SPEU
|
$538K |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$293K |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$245K |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$230K |
| 5 |
Nike
NKE
|
$218K |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$478K |
| 2 |
Vanguard Value ETF
VTV
|
$467K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$398K |
| 4 |
Invesco QQQ Trust
QQQ
|
$338K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$156K |
Sector Composition
| 1 | Technology | 2.34% |
| 2 | Industrials | 0.82% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Consumer Staples | 0.46% |
| 5 | Financials | 0.35% |
