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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.75K ﹤0.01%
48
-4
277
$3.72K ﹤0.01%
641
278
$3.7K ﹤0.01%
30
279
$3.66K ﹤0.01%
1,000
280
$3.64K ﹤0.01%
41
-216
281
$3.54K ﹤0.01%
+77
282
$3.49K ﹤0.01%
99
283
$3.49K ﹤0.01%
+97
284
$3.48K ﹤0.01%
47
285
$3.45K ﹤0.01%
22
286
$3.3K ﹤0.01%
98
287
$3.23K ﹤0.01%
+69
288
$3.2K ﹤0.01%
161
-954
289
$3.08K ﹤0.01%
+36
290
$3.06K ﹤0.01%
+76
291
$3.03K ﹤0.01%
28
292
$3K ﹤0.01%
92
-386
293
$2.97K ﹤0.01%
114
294
$2.96K ﹤0.01%
282
295
$2.8K ﹤0.01%
81
296
$2.78K ﹤0.01%
18
-75
297
$2.73K ﹤0.01%
50
298
$2.68K ﹤0.01%
456
+6
299
$2.66K ﹤0.01%
104
300
$2.58K ﹤0.01%
+69
10 11
12
13 14