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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.02%
285
77
$42K 0.01%
242
78
$42K 0.01%
497
-228
79
$42K 0.01%
100
+32
80
$41K 0.01%
+1,000
81
$40K 0.01%
196
82
$38K 0.01%
159
83
$38K 0.01%
561
+1
84
$37K 0.01%
728
-61
85
$37K 0.01%
500
86
$37K 0.01%
157
-1
87
$36K 0.01%
62
-9
88
$35K 0.01%
1,828
89
$34K 0.01%
221
90
$34K 0.01%
207
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91
$33K 0.01%
767
92
$33K 0.01%
844
-322
93
$33K 0.01%
842
94
$32K 0.01%
299
+1
95
$32K 0.01%
1,500
96
$31K 0.01%
683
97
$28K 0.01%
582
+5
98
$28K 0.01%
185
99
$27K 0.01%
54
100
$27K 0.01%
228
2 3
4
5 6