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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.45%
63,319
27
$1.96M 0.43%
4,639
-157
28
$1.64M 0.36%
16,352
-4,101
29
$1.61M 0.35%
3,921
+4
30
$1.08M 0.24%
2,668
-73
31
$1.07M 0.23%
4,838
-193
32
$987K 0.22%
5,832
33
$880K 0.19%
1,941
34
$832K 0.18%
3,682
+15
35
$778K 0.17%
15,516
36
$774K 0.17%
10,768
37
$624K 0.14%
4,618
38
$607K 0.13%
8,025
-1,499
39
$558K 0.12%
18,404
40
$500K 0.11%
1,726
+50
41
$456K 0.1%
3,393
-1,003
42
$401K 0.09%
8,285
43
$365K 0.08%
581
-4
44
$353K 0.08%
1,859
45
$333K 0.07%
364
+38
46
$322K 0.07%
1,818
+300
47
$304K 0.07%
1,872
+27
48
$286K 0.06%
14,559
49
$280K 0.06%
3,072
-148
50
$271K 0.06%
3,288
+78
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