CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$382K
3
+$378K
4
ARKK icon
ARK Innovation ETF
ARKK
+$334K
5
VTV icon
Vanguard Value ETF
VTV
+$332K

Top Sells

1
+$86.3K
2
+$43K
3
+$40.6K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$35K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
28
277
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9
278
$2K ﹤0.01%
22
279
$2K ﹤0.01%
100
280
$2K ﹤0.01%
57
281
$2K ﹤0.01%
34
282
$2K ﹤0.01%
+8
283
$2K ﹤0.01%
99
284
$2K ﹤0.01%
102
285
$2K ﹤0.01%
404
286
$2K ﹤0.01%
37
287
$1K ﹤0.01%
14
288
$1K ﹤0.01%
20
289
$1K ﹤0.01%
24
290
$1K ﹤0.01%
749
291
$1K ﹤0.01%
82
292
$1K ﹤0.01%
+30
293
$1K ﹤0.01%
+8
294
$1K ﹤0.01%
92
295
$1K ﹤0.01%
18
296
$1K ﹤0.01%
+5
297
$1K ﹤0.01%
63
298
$1K ﹤0.01%
2
299
$1K ﹤0.01%
4
300
$1K ﹤0.01%
68
10 11
12
13 14