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
326
$1.28K ﹤0.01%
63
327
$1.2K ﹤0.01%
5
328
$1.16K ﹤0.01%
15
329
$1.16K ﹤0.01%
981
330
$1.06K ﹤0.01%
+25
331
$1.05K ﹤0.01%
+48
332
$986 ﹤0.01%
+31
333
$973 ﹤0.01%
100
334
$948 ﹤0.01%
121
335
$948 ﹤0.01%
5
336
$940 ﹤0.01%
100
337
$933 ﹤0.01%
11
338
$924 ﹤0.01%
212
339
$903 ﹤0.01%
135
340
$901 ﹤0.01%
24
341
$900 ﹤0.01%
3
342
$797 ﹤0.01%
74
343
$793 ﹤0.01%
2
344
$793 ﹤0.01%
25
345
$784 ﹤0.01%
15
-6
346
$640 ﹤0.01%
31
347
$604 ﹤0.01%
5
348
$541 ﹤0.01%
13
-60
349
$540 ﹤0.01%
+24
350
$465 ﹤0.01%
44
+33
12 13
14
15 16