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

Top Buys

1
+$7.39M
2
+$489K
3
+$465K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$340K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$194K

Top Sells

1
+$8.12M
2
+$1.18M
3
+$856K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123K
5
VHT icon
Vanguard Health Care ETF
VHT
+$52K

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
301
– –
-87
302
– –
-71
303
– –
-5,000
304
– –
-130
305
– –
-302
306
– –
-91
307
– –
-83
308
– –
-10
309
– –
-50
310
– –
-143
311
– –
-41
312
– –
-150
313
– –
-284
314
– –
-377
315
– –
-18
316
– –
-169
317
– –
-13
318
– –
0
319
– –
0
320
– –
-44
321
– –
-23
322
– –
-51
323
– –
0
324
– –
0
325
– –
0
10 11 12
13
14