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
326
$64 ﹤0.01%
9
327
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1
328
$14 ﹤0.01%
3
-117
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2
330
$11 ﹤0.01%
1
331
$6 ﹤0.01%
1
-13
332
$5 ﹤0.01%
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333
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