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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$145K 0.04%
1,229
-708
52
$112K 0.03%
475
-72
53
$104K 0.03%
1,749
54
$104K 0.03%
2,924
-446
55
$91K 0.03%
3,873
+25
56
$90.2K 0.03%
1,692
57
$87.8K 0.03%
666
58
$85.9K 0.03%
448
-200
59
$84K 0.02%
2,739
+14
60
$81K 0.02%
619
61
$80.6K 0.02%
987
+6
62
$75.4K 0.02%
447
-407
63
$72.7K 0.02%
242
-13
64
$67.1K 0.02%
1,515
+1
65
$57.1K 0.02%
371
66
$50.2K 0.01%
346
-63
67
$49.6K 0.01%
226
-41
68
$48.9K 0.01%
285
69
$48.7K 0.01%
378
70
$47.9K 0.01%
732
71
$47.5K 0.01%
1,745
+36
72
$45.8K 0.01%
661
-105
73
$43.5K 0.01%
1,139
+5
74
$43K 0.01%
831
75
$42.2K 0.01%
249
-135
1 2
3
4 5