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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.04%
351
52
$115K 0.04%
242
-188
53
$114K 0.04%
971
-84
54
$113K 0.03%
780
55
$109K 0.03%
2,642
+11
56
$96K 0.03%
645
57
$95K 0.03%
602
58
$92K 0.03%
1,100
-74
59
$92K 0.03%
1,103
-9
60
$87K 0.03%
889
+4
61
$86K 0.03%
2,940
+300
62
$81K 0.02%
560
63
$80K 0.02%
1,431
+2
64
$80K 0.02%
1,662
65
$78K 0.02%
266
66
$73K 0.02%
1,486
67
$73K 0.02%
423
+1
68
$61K 0.02%
388
69
$60K 0.02%
1,440
70
$60K 0.02%
200
71
$60K 0.02%
2,500
+1,667
72
$53K 0.02%
378
73
$49K 0.02%
285
74
$49K 0.02%
831
75
$48K 0.01%
1,839
+11
1 2
3
4 5