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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$934 ﹤0.01%
86
277
$919 ﹤0.01%
63
278
$869 ﹤0.01%
21
-280
279
$833 ﹤0.01%
165
280
$823 ﹤0.01%
20
281
$736 ﹤0.01%
19
282
$699 ﹤0.01%
13
283
$695 ﹤0.01%
135
284
$673 ﹤0.01%
15
285
$659 ﹤0.01%
82
286
$659 ﹤0.01%
74
287
$606 ﹤0.01%
10
288
$581 ﹤0.01%
50
289
$543 ﹤0.01%
2
290
$531 ﹤0.01%
5
291
$514 ﹤0.01%
5
-60
292
$467 ﹤0.01%
31
293
$436 ﹤0.01%
3
294
$354 ﹤0.01%
206
295
$344 ﹤0.01%
92
296
$302 ﹤0.01%
20
297
$286 ﹤0.01%
1
298
$211 ﹤0.01%
27
299
$185 ﹤0.01%
4
300
$167 ﹤0.01%
10
10 11
12
13 14