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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$2M
3
+$247K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.75M
2
+$4.44M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
1
302
$0 ﹤0.01%
+2
303
$0 ﹤0.01%
1
304
– –
-65
305
– –
-700
306
$0 ﹤0.01%
3
307
– –
0
308
– –
-377
309
$0 ﹤0.01%
5
310
– –
-1
311
– –
0
312
– –
0
313
– –
-37
314
$0 ﹤0.01%
120
315
$0 ﹤0.01%
4
316
– –
-448
317
$0 ﹤0.01%
3
+2
318
– –
0
9 10 11 12
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