CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$139K 0.04%
853
-84
52
$138K 0.04%
648
-36
53
$123K 0.04%
547
54
$97.6K 0.03%
945
+43
55
$96.8K 0.03%
1,749
56
$91.7K 0.03%
3,848
+25
57
$85.6K 0.03%
975
+5
58
$85.2K 0.03%
851
59
$83.3K 0.03%
801
+28
60
$81.8K 0.02%
2,940
61
$81.7K 0.02%
1,662
62
$81.6K 0.02%
2,709
+15
63
$69.9K 0.02%
383
+1
64
$68K 0.02%
1,509
+7
65
$61K 0.02%
288
+131
66
$60.5K 0.02%
583
+24
67
$59.6K 0.02%
267
+1
68
$55.3K 0.02%
1,440
69
$54.7K 0.02%
1,050
+2
70
$53.6K 0.02%
766
71
$52.2K 0.02%
285
72
$52.1K 0.02%
593
73
$51.5K 0.02%
+371
74
$50.9K 0.02%
391
+1
75
$48.9K 0.01%
378
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3
4 5