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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.27K ﹤0.01%
7
252
$2.18K ﹤0.01%
450
253
$2.17K ﹤0.01%
47
254
$2.16K ﹤0.01%
28
255
$2.16K ﹤0.01%
2,000
256
$2.15K ﹤0.01%
129
257
$2.01K ﹤0.01%
40
258
$2K ﹤0.01%
1,000
259
$1.96K ﹤0.01%
103
260
$1.92K ﹤0.01%
212
261
$1.87K ﹤0.01%
27
262
$1.78K ﹤0.01%
102
263
$1.74K ﹤0.01%
981
264
$1.71K ﹤0.01%
27
265
$1.69K ﹤0.01%
26
-2
266
$1.67K ﹤0.01%
121
267
$1.37K ﹤0.01%
107
268
$1.35K ﹤0.01%
55
269
$1.24K ﹤0.01%
749
270
$1.19K ﹤0.01%
156
271
$1.06K ﹤0.01%
24
-25
272
$1.01K ﹤0.01%
50
273
$981 ﹤0.01%
100
274
$954 ﹤0.01%
11
275
$945 ﹤0.01%
5
9 10
11
12 13