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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.46%
20,453
-347
27
$1.5M 0.34%
3,917
+1,626
28
$1.11M 0.25%
5,031
+537
29
$1.02M 0.23%
5,832
+5,068
30
$893K 0.2%
1,941
+42
31
$842K 0.19%
9,524
+4,531
32
$809K 0.18%
+10,768
33
$793K 0.18%
+15,516
34
$789K 0.18%
3,667
+2
35
$720K 0.16%
4,618
-16
36
$717K 0.16%
2,741
-5
37
$576K 0.13%
18,404
38
$534K 0.12%
4,396
+214
39
$510K 0.12%
1,676
40
$505K 0.11%
7,800
-447
41
$409K 0.09%
+8,285
42
$379K 0.09%
+7,087
43
$373K 0.08%
1,845
44
$364K 0.08%
585
45
$358K 0.08%
3,673
-514
46
$338K 0.08%
+1,859
47
$314K 0.07%
3,220
+294
48
$303K 0.07%
1,624
-68
49
$294K 0.07%
725
-18
50
$290K 0.07%
3,210
+25
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