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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$42K 0.01%
189
+32
77
$41K 0.01%
1,000
78
$41K 0.01%
196
79
$41K 0.01%
1,828
80
$40K 0.01%
242
81
$40K 0.01%
248
+41
82
$39K 0.01%
730
+2
83
$38K 0.01%
159
84
$38K 0.01%
400
85
$36K 0.01%
62
86
$36K 0.01%
557
-4
87
$34K 0.01%
301
+2
88
$33K 0.01%
844
89
$33K 0.01%
500
90
$33K 0.01%
729
+147
91
$33K 0.01%
775
-67
92
$33K 0.01%
1,100
+500
93
$32K 0.01%
302
94
$32K 0.01%
81
+20
95
$31K 0.01%
54
96
$31K 0.01%
+417
97
$31K 0.01%
1,500
98
$30K 0.01%
275
+82
99
$30K 0.01%
767
100
$30K 0.01%
111
2 3
4
5 6