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
301
$1.02K ﹤0.01%
+16
302
$957 ﹤0.01%
63
303
$954 ﹤0.01%
212
304
$947 ﹤0.01%
11
305
$943 ﹤0.01%
108
+22
306
$914 ﹤0.01%
21
307
$911 ﹤0.01%
135
308
$902 ﹤0.01%
5
309
$883 ﹤0.01%
15
310
$850 ﹤0.01%
74
311
$821 ﹤0.01%
50
312
$796 ﹤0.01%
11
313
$782 ﹤0.01%
10
314
$729 ﹤0.01%
+17
315
$728 ﹤0.01%
5
316
$717 ﹤0.01%
+11
317
$707 ﹤0.01%
165
318
$681 ﹤0.01%
+158
319
$649 ﹤0.01%
13
320
$637 ﹤0.01%
2
321
$595 ﹤0.01%
3
322
$576 ﹤0.01%
82
323
$549 ﹤0.01%
+33
324
$537 ﹤0.01%
156
325
$435 ﹤0.01%
20
11 12
13
14 15