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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$643 ﹤0.01%
19
277
$505 ﹤0.01%
5
278
$504 ﹤0.01%
10
279
$473 ﹤0.01%
27
280
$452 ﹤0.01%
92
281
$389 ﹤0.01%
135
282
$295 ﹤0.01%
20
283
$151 ﹤0.01%
9
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+40
285
$143 ﹤0.01%
4
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$112 ﹤0.01%
4
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$86 ﹤0.01%
2
+1
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$85 ﹤0.01%
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4
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$57 ﹤0.01%
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$28 ﹤0.01%
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$9 ﹤0.01%
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$9 ﹤0.01%
2
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300
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0
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