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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.45K ﹤0.01%
90
252
$5.43K ﹤0.01%
35
-135
253
$5.41K ﹤0.01%
70
254
$5.34K ﹤0.01%
93
255
$5.33K ﹤0.01%
+103
256
$5.16K ﹤0.01%
5,651
257
$5.11K ﹤0.01%
175
258
$5.1K ﹤0.01%
12
-51
259
$5.03K ﹤0.01%
25
260
$4.85K ﹤0.01%
41
-126
261
$4.8K ﹤0.01%
126
262
$4.79K ﹤0.01%
42
263
$4.78K ﹤0.01%
93
264
$4.62K ﹤0.01%
200
265
$4.56K ﹤0.01%
+68
266
$4.49K ﹤0.01%
53
267
$4.48K ﹤0.01%
170
268
$4.46K ﹤0.01%
+175
269
$4.27K ﹤0.01%
50
-185
270
$4.25K ﹤0.01%
157
+2
271
$4.16K ﹤0.01%
+134
272
$4.01K ﹤0.01%
7
273
$3.99K ﹤0.01%
50
274
$3.88K ﹤0.01%
38
275
$3.79K ﹤0.01%
45
9 10
11
12 13