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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.04%
351
+43
52
$107K 0.04%
1,055
+70
53
$104K 0.03%
780
-20
54
$96K 0.03%
1,174
55
$95K 0.03%
645
+49
56
$94K 0.03%
2,631
+11
57
$87K 0.03%
1,112
-76
58
$86K 0.03%
885
+130
59
$85K 0.03%
1,429
+1
60
$77K 0.03%
602
-5
61
$77K 0.03%
1,662
62
$75K 0.03%
560
-20
63
$72K 0.02%
266
64
$68K 0.02%
1,486
65
$64K 0.02%
388
+63
66
$63K 0.02%
422
+45
67
$59K 0.02%
1,440
68
$55K 0.02%
2,640
69
$48K 0.02%
288
70
$48K 0.02%
200
71
$48K 0.02%
378
72
$47K 0.02%
285
73
$47K 0.02%
831
74
$45K 0.02%
970
75
$43K 0.01%
498
+1
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3
4 5