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
351
$426 ﹤0.01%
82
352
$408 ﹤0.01%
92
353
$371 ﹤0.01%
12
-63
354
$332 ﹤0.01%
156
355
$288 ﹤0.01%
1
356
$263 ﹤0.01%
+5
357
$219 ﹤0.01%
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358
$212 ﹤0.01%
10
359
$81 ﹤0.01%
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360
$74 ﹤0.01%
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361
$62 ﹤0.01%
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$54 ﹤0.01%
1
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$53 ﹤0.01%
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$12 ﹤0.01%
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$9 ﹤0.01%
1
366
$4 ﹤0.01%
1
367
$4 ﹤0.01%
3
368
$3 ﹤0.01%
1
369
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0
370
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373
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375
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-10
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