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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$564K 0.17%
3,387
+6
27
$454K 0.14%
1,695
28
$452K 0.14%
1,407
+62
29
$370K 0.11%
576
+1
30
$339K 0.1%
817
31
$314K 0.1%
2,685
+10
32
$309K 0.09%
11,476
+294
33
$289K 0.09%
+3,060
34
$287K 0.09%
9,510
35
$270K 0.08%
6,475
+4
36
$255K 0.08%
8,337
37
$246K 0.08%
2,400
38
$244K 0.07%
969
39
$203K 0.06%
2,954
+30
40
$194K 0.06%
1,770
+53
41
$191K 0.06%
2,925
42
$189K 0.06%
1,155
43
$165K 0.05%
291
44
$164K 0.05%
620
-167
45
$141K 0.04%
699
46
$138K 0.04%
7,082
-6
47
$133K 0.04%
800
48
$132K 0.04%
851
+10
49
$130K 0.04%
1,810
50
$119K 0.04%
1,945
-150
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