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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.04%
308
52
$103K 0.03%
985
-92
53
$100K 0.03%
800
-20
54
$99K 0.03%
1,174
-107
55
$99K 0.03%
596
56
$94K 0.03%
1,188
-1,302
57
$90K 0.03%
2,620
+12
58
$86K 0.03%
607
+401
59
$81K 0.03%
1,428
+1
60
$78K 0.03%
1,662
-3
61
$71K 0.02%
580
-60
62
$70K 0.02%
1,486
63
$69K 0.02%
755
+2
64
$63K 0.02%
266
65
$61K 0.02%
1,440
66
$56K 0.02%
377
+1
67
$53K 0.02%
200
68
$53K 0.02%
2,640
69
$51K 0.02%
325
+1
70
$51K 0.02%
970
+200
71
$50K 0.02%
400
72
$49K 0.02%
831
73
$48K 0.02%
288
74
$48K 0.02%
302
75
$48K 0.02%
378
1 2
3
4 5