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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$382K
3
+$378K
4
ARKK icon
ARK Innovation ETF
ARKK
+$334K
5
VTV icon
Vanguard Value ETF
VTV
+$332K

Top Sells

1
+$86.3K
2
+$43K
3
+$40.6K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$35K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$0 ﹤0.01%
12
327
$0 ﹤0.01%
3
328
$0 ﹤0.01%
48
329
– –
-250
330
– –
0
331
– –
0
332
– –
0
333
$0 ﹤0.01%
1
334
$0 ﹤0.01%
2
335
$0 ﹤0.01%
1
336
– –
0
337
$0 ﹤0.01%
3
338
– –
0
339
$0 ﹤0.01%
5
340
– –
-88
341
– –
0
342
– –
0
343
– –
0
344
$0 ﹤0.01%
120
345
– –
-22
346
– –
0
347
$0 ﹤0.01%
120
348
– –
-4
349
– –
-20
10 11 12 13
14