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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$142K 0.04%
1,542
-434
52
$137K 0.03%
475
53
$132K 0.03%
1,749
54
$124K 0.03%
764
55
$108K 0.03%
1,791
+99
56
$106K 0.03%
218
-18
57
$99.8K 0.03%
2,778
+25
58
$86.8K 0.02%
1,517
+1
59
$82.3K 0.02%
874
+6
60
$73.6K 0.02%
2,981
+28
61
$73.3K 0.02%
465
62
$64.9K 0.02%
426
63
$64.6K 0.02%
1,817
+36
64
$62.7K 0.02%
313
-34
65
$59K 0.01%
391
+12
66
$58.6K 0.01%
285
67
$55.9K 0.01%
732
68
$55.8K 0.01%
378
69
$55.6K 0.01%
661
70
$55.2K 0.01%
477
-110
71
$55K 0.01%
673
72
$53.6K 0.01%
202
73
$52.6K 0.01%
429
74
$51.7K 0.01%
89
75
$51K 0.01%
200
1 2
3
4 5