CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$918K
3
+$729K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$717K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$247K

Top Sells

1
+$3.25M
2
+$1.29M
3
+$1.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.5K
5
ADP icon
Automatic Data Processing
ADP
+$77.4K

Sector Composition

1 Technology 2.38%
2 Industrials 1.13%
3 Consumer Discretionary 0.9%
4 Consumer Staples 0.56%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98K 0.04%
1,281
52
$90K 0.03%
755
53
$88K 0.03%
321
-9
54
$87K 0.03%
596
55
$87K 0.03%
2,596
+12
56
$80K 0.03%
1,665
57
$72K 0.03%
11,000
+10,800
58
$72K 0.03%
820
59
$66K 0.02%
1,425
+2
60
$66K 0.02%
422
61
$60K 0.02%
1,486
62
$60K 0.02%
841
63
$58K 0.02%
325
64
$56K 0.02%
375
+1
65
$56K 0.02%
640
66
$54K 0.02%
273
67
$53K 0.02%
+400
68
$51K 0.02%
319
69
$51K 0.02%
285
70
$51K 0.02%
1,440
71
$51K 0.02%
751
+4
72
$48K 0.02%
200
73
$44K 0.02%
344
74
$43K 0.02%
1,166
75
$43K 0.02%
728
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3
4 5