CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$610K 0.18%
1,976
-12
27
$605K 0.18%
4,378
-57,855
28
$565K 0.17%
2,722
+28
29
$547K 0.16%
3,734
+3
30
$520K 0.16%
9,420
+90
31
$464K 0.14%
1,661
32
$427K 0.13%
3,480
33
$360K 0.11%
1,441
+65
34
$341K 0.1%
4,106
-1,427
35
$283K 0.09%
2,713
+61
36
$259K 0.08%
580
+1
37
$258K 0.08%
2,103
-330
38
$212K 0.06%
2,400
39
$212K 0.06%
717
-28
40
$211K 0.06%
3,032
+31
41
$209K 0.06%
1,902
-180
42
$200K 0.06%
2,852
43
$198K 0.06%
8,430
+34
44
$198K 0.06%
9,510
45
$195K 0.06%
969
46
$172K 0.05%
1,160
+38
47
$172K 0.05%
1,853
+13
48
$166K 0.05%
406
+133
49
$166K 0.05%
5,086
+275
50
$145K 0.04%
291
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