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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47K 0.01%
972
+2
77
$46K 0.01%
780
+5
78
$43K 0.01%
1,017
+17
79
$42K 0.01%
248
80
$41K 0.01%
302
+1
81
$41K 0.01%
473
-25
82
$41K 0.01%
81
83
$41K 0.01%
189
84
$40K 0.01%
732
+2
85
$39K 0.01%
239
-49
86
$39K 0.01%
159
87
$39K 0.01%
165
-31
88
$39K 0.01%
242
89
$38K 0.01%
277
+2
90
$36K 0.01%
54
91
$35K 0.01%
62
92
$35K 0.01%
735
+6
93
$34K 0.01%
676
94
$34K 0.01%
417
95
$34K 0.01%
1,522
+22
96
$33K 0.01%
768
+1
97
$33K 0.01%
557
98
$31K 0.01%
400
99
$31K 0.01%
+1,500
100
$31K 0.01%
228
2 3
4
5 6