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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.13K ﹤0.01%
75
-20
277
$2.08K ﹤0.01%
129
278
$2.03K ﹤0.01%
20
279
$1.98K ﹤0.01%
26
280
$1.95K ﹤0.01%
121
281
$1.81K ﹤0.01%
24
282
$1.73K ﹤0.01%
100
283
$1.72K ﹤0.01%
50
284
$1.68K ﹤0.01%
100
285
$1.68K ﹤0.01%
+52
286
$1.64K ﹤0.01%
107
287
$1.59K ﹤0.01%
2,000
288
$1.46K ﹤0.01%
749
289
$1.44K ﹤0.01%
35
290
$1.44K ﹤0.01%
2
291
$1.42K ﹤0.01%
60
292
$1.42K ﹤0.01%
39
293
$1.39K ﹤0.01%
+295
294
$1.36K ﹤0.01%
3
295
$1.31K ﹤0.01%
981
296
$1.31K ﹤0.01%
19
297
$1.26K ﹤0.01%
20
298
$1.17K ﹤0.01%
+66
299
$1.16K ﹤0.01%
55
300
$1.14K ﹤0.01%
5
10 11
12
13 14