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
301
$2.5K ﹤0.01%
+54
302
$2.44K ﹤0.01%
100
303
$2.4K ﹤0.01%
+67
304
$2.35K ﹤0.01%
27
305
$2.3K ﹤0.01%
23
306
$2.26K ﹤0.01%
40
307
$2.23K ﹤0.01%
+25
308
$2.08K ﹤0.01%
26
309
$2.07K ﹤0.01%
52
-430
310
$1.99K ﹤0.01%
+66
311
$1.83K ﹤0.01%
105
312
$1.79K ﹤0.01%
78
313
$1.77K ﹤0.01%
20
314
$1.75K ﹤0.01%
+39
315
$1.66K ﹤0.01%
+30
316
$1.66K ﹤0.01%
69
-107,427
317
$1.59K ﹤0.01%
100
318
$1.58K ﹤0.01%
6
319
$1.54K ﹤0.01%
147
320
$1.49K ﹤0.01%
+17
321
$1.44K ﹤0.01%
165
322
$1.43K ﹤0.01%
129
323
$1.41K ﹤0.01%
20
324
$1.35K ﹤0.01%
749
325
$1.29K ﹤0.01%
+100
11 12
13
14 15