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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.27K ﹤0.01%
450
252
$3.19K ﹤0.01%
53
253
$3.04K ﹤0.01%
+23
254
$2.98K ﹤0.01%
+14
255
$2.96K ﹤0.01%
153
256
$2.92K ﹤0.01%
7
257
$2.92K ﹤0.01%
103
258
$2.91K ﹤0.01%
259
259
$2.89K ﹤0.01%
114
260
$2.78K ﹤0.01%
28
261
$2.77K ﹤0.01%
+100
262
$2.73K ﹤0.01%
57
263
$2.65K ﹤0.01%
20
264
$2.64K ﹤0.01%
22
265
$2.61K ﹤0.01%
1,000
266
$2.56K ﹤0.01%
297
267
$2.52K ﹤0.01%
+10
268
$2.43K ﹤0.01%
56
269
$2.41K ﹤0.01%
1,000
270
$2.37K ﹤0.01%
102
271
$2.36K ﹤0.01%
27
272
$2.36K ﹤0.01%
147
273
$2.35K ﹤0.01%
40
274
$2.29K ﹤0.01%
47
275
$2.22K ﹤0.01%
+33
9 10
11
12 13