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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
102
277
$2K ﹤0.01%
404
278
$1K ﹤0.01%
30
-400
279
$1K ﹤0.01%
10
280
$1K ﹤0.01%
14
281
$1K ﹤0.01%
20
282
$1K ﹤0.01%
24
283
$1K ﹤0.01%
100
284
$1K ﹤0.01%
9
285
$1K ﹤0.01%
22
286
$1K ﹤0.01%
68
287
$1K ﹤0.01%
749
288
$1K ﹤0.01%
+20
289
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82
290
$1K ﹤0.01%
92
291
$1K ﹤0.01%
18
292
$0 ﹤0.01%
2
293
$0 ﹤0.01%
1
294
– –
-8
295
$0 ﹤0.01%
120
296
$0 ﹤0.01%
120
297
$0 ﹤0.01%
4
298
$0 ﹤0.01%
2
299
$0 ﹤0.01%
1
300
$0 ﹤0.01%
2
10 11
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