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
326
$411 ﹤0.01%
31
327
$326 ﹤0.01%
92
328
$291 ﹤0.01%
1
329
$266 ﹤0.01%
7
+1
330
$247 ﹤0.01%
+4
331
$191 ﹤0.01%
+5
332
$187 ﹤0.01%
+22
333
$177 ﹤0.01%
+150
334
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10
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$164 ﹤0.01%
100
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4
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$82 ﹤0.01%
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14
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$55 ﹤0.01%
1
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$38 ﹤0.01%
+2
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$22 ﹤0.01%
1
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$12 ﹤0.01%
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$10 ﹤0.01%
+1
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$9 ﹤0.01%
20
346
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