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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$692K 0.2%
1,976
27
$657K 0.19%
3,668
-69
28
$522K 0.15%
5,457
+6
29
$511K 0.15%
4,618
-151
30
$508K 0.15%
9,483
+44
31
$494K 0.15%
1,814
+216
32
$442K 0.13%
1,676
33
$297K 0.09%
582
+1
34
$291K 0.09%
3,847
-245
35
$290K 0.09%
2,094
36
$263K 0.08%
2,885
+160
37
$220K 0.06%
2,400
38
$220K 0.06%
727
+8
39
$216K 0.06%
9,510
40
$210K 0.06%
1,651
+770
41
$200K 0.06%
3,094
+31
42
$199K 0.06%
979
43
$189K 0.06%
8,540
+58
44
$189K 0.06%
4,330
+1,250
45
$184K 0.05%
325
+28
46
$178K 0.05%
416
+1
47
$169K 0.05%
1,160
48
$165K 0.05%
1,882
+15
49
$161K 0.05%
2,852
50
$150K 0.04%
1,089
-1
1
2
3 4 5