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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.2%
1,899
-77
27
$753K 0.19%
2,188
+198
28
$752K 0.19%
3,673
+2
29
$557K 0.14%
+18,404
30
$481K 0.12%
2,737
-100
31
$474K 0.12%
1,682
32
$469K 0.12%
7,773
-1,198
33
$451K 0.11%
4,795
-619
34
$392K 0.1%
4,330
35
$380K 0.1%
1,845
-249
36
$380K 0.1%
584
+1
37
$362K 0.09%
4,187
-6
38
$312K 0.08%
14,559
39
$305K 0.08%
1,692
+9
40
$288K 0.07%
750
+16
41
$287K 0.07%
548
+131
42
$266K 0.07%
2,910
+13
43
$250K 0.06%
2,400
44
$250K 0.06%
1,296
+826
45
$241K 0.06%
979
46
$239K 0.06%
326
47
$226K 0.06%
3,156
+32
48
$188K 0.05%
1,160
49
$175K 0.04%
2,852
50
$143K 0.04%
1,229
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