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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$529K
2
+$450K
3
+$398K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$394K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$187K

Top Sells

1
+$347K
2
+$131K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$69.7K
5
NKE icon
Nike
NKE
+$63K

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
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