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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.67K ﹤0.01%
45
252
$4.66K ﹤0.01%
+134
253
$4.57K ﹤0.01%
90
254
$4.5K ﹤0.01%
50
255
$4.43K ﹤0.01%
53
256
$4.42K ﹤0.01%
641
257
$4.36K ﹤0.01%
99
258
$4.29K ﹤0.01%
30
259
$4.26K ﹤0.01%
38
260
$4.26K ﹤0.01%
89
-25
261
$4.05K ﹤0.01%
155
+2
262
$3.94K ﹤0.01%
1,000
263
$3.83K ﹤0.01%
450
264
$3.64K ﹤0.01%
98
265
$3.6K ﹤0.01%
+83
266
$3.47K ﹤0.01%
7
267
$3.25K ﹤0.01%
57
268
$3.23K ﹤0.01%
50
269
$3.21K ﹤0.01%
22
270
$3.05K ﹤0.01%
114
271
$3.02K ﹤0.01%
282
272
$3K ﹤0.01%
47
273
$2.92K ﹤0.01%
14
274
$2.9K ﹤0.01%
28
275
$2.73K ﹤0.01%
259
9 10
11
12 13