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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.06%
676
-49
52
$253K 0.06%
432
+2
53
$246K 0.05%
+418
54
$232K 0.05%
+3,746
55
$230K 0.05%
2,200
56
$220K 0.05%
966
-13
57
$201K 0.04%
1,197
+37
58
$193K 0.04%
2,852
59
$190K 0.04%
864
-760
60
$149K 0.03%
1,659
61
$148K 0.03%
1,641
-43
62
$146K 0.03%
1,359
-11
63
$138K 0.03%
236
-11
64
$131K 0.03%
2,228
-5,572
65
$125K 0.03%
1,401
-2,272
66
$125K 0.03%
2,347
+985
67
$120K 0.03%
372
68
$108K 0.02%
857
-28
69
$94.3K 0.02%
429
+3
70
$89.7K 0.02%
1,519
+1
71
$79.6K 0.02%
2,829
+17
72
$78.8K 0.02%
390
+376
73
$74.9K 0.02%
1,948
-210
74
$71.5K 0.02%
957
+933
75
$69K 0.02%
285
1 2
3
4 5