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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$458K 0.15%
1,648
+174
27
$401K 0.13%
1,736
28
$364K 0.12%
1,269
-390
29
$322K 0.11%
6,487
-1,783
30
$306K 0.1%
11,218
+568
31
$289K 0.1%
2,587
+7
32
$282K 0.09%
575
+1
33
$252K 0.08%
790
-150
34
$236K 0.08%
8,320
35
$213K 0.07%
969
-1
36
$211K 0.07%
2,925
37
$205K 0.07%
2,400
38
$203K 0.07%
840
-877
39
$192K 0.06%
1,728
+83
40
$187K 0.06%
9,510
41
$184K 0.06%
429
+1
42
$175K 0.06%
2,896
+30
43
$174K 0.06%
8,822
-1,720
44
$167K 0.06%
699
45
$156K 0.05%
1,155
+923
46
$148K 0.05%
841
-1
47
$131K 0.04%
760
-80
48
$123K 0.04%
1,950
+982
49
$117K 0.04%
1,810
50
$115K 0.04%
291
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