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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.07%
326
52
$269K 0.06%
14,559
53
$247K 0.06%
430
-119
54
$241K 0.05%
979
55
$231K 0.05%
1,518
-31
56
$230K 0.05%
2,200
57
$201K 0.05%
1,160
58
$192K 0.04%
2,852
59
$161K 0.04%
1,370
+9
60
$142K 0.03%
247
-20
61
$139K 0.03%
1,659
-7
62
$136K 0.03%
1,684
-107
63
$118K 0.03%
1,248
-314
64
$117K 0.03%
372
65
$95.2K 0.02%
2,812
+16
66
$94.2K 0.02%
426
+4
67
$92.3K 0.02%
885
+6
68
$88.5K 0.02%
1,518
69
$82.6K 0.02%
2,158
+299
70
$70K 0.02%
+4,021
71
$69.7K 0.02%
417
-9
72
$69.3K 0.02%
285
73
$66.4K 0.02%
451
+4
74
$64K 0.01%
386
-5
75
$58.2K 0.01%
378
1 2
3
4 5