CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$47.7K 0.01%
+732
77
$46.9K 0.01%
985
+3
78
$46.5K 0.01%
475
+1
79
$43.6K 0.01%
1,655
+29
80
$43.4K 0.01%
831
81
$42.4K 0.01%
200
82
$38.4K 0.01%
155
83
$38.3K 0.01%
81
84
$37.5K 0.01%
242
85
$37.3K 0.01%
+450
86
$35.5K 0.01%
310
+2
87
$35.4K 0.01%
157
-32
88
$34.6K 0.01%
223
+13
89
$33.4K 0.01%
1,910
+15
90
$32.9K 0.01%
207
-78
91
$32.9K 0.01%
807
+6
92
$32.6K 0.01%
768
93
$31.7K 0.01%
185
94
$31.7K 0.01%
228
95
$31.1K 0.01%
54
96
$30.4K 0.01%
68
97
$29.8K 0.01%
108
98
$29.5K 0.01%
179
-20
99
$29.5K 0.01%
600
100
$27.3K 0.01%
500
2 3
4
5 6