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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.18K ﹤0.01%
105
-2
302
$1.17K ﹤0.01%
11
303
$1.08K ﹤0.01%
21
304
$1K ﹤0.01%
24
305
$968 ﹤0.01%
100
306
$909 ﹤0.01%
5
307
$851 ﹤0.01%
3
308
$838 ﹤0.01%
135
309
$820 ﹤0.01%
5
310
$792 ﹤0.01%
74
311
$772 ﹤0.01%
165
312
$751 ﹤0.01%
2
313
$732 ﹤0.01%
10
314
$647 ﹤0.01%
25
315
$503 ﹤0.01%
82
316
$437 ﹤0.01%
31
317
$402 ﹤0.01%
92
318
$380 ﹤0.01%
10
+1
319
$353 ﹤0.01%
156
320
$270 ﹤0.01%
1
321
$242 ﹤0.01%
150
322
$202 ﹤0.01%
10
323
$130 ﹤0.01%
27
-270
324
$99 ﹤0.01%
100
325
$91 ﹤0.01%
11
-22
11 12
13
14 15