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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.8K 0.01%
83
77
$40.1K 0.01%
155
78
$39.4K 0.01%
200
79
$37.8K 0.01%
483
-110
80
$37.1K 0.01%
108
81
$36.2K 0.01%
314
+2
82
$36.1K 0.01%
157
83
$35.4K 0.01%
242
84
$35K 0.01%
225
+1
85
$34.8K 0.01%
429
-422
86
$34.4K 0.01%
231
+2
87
$34.2K 0.01%
476
+1
88
$31.6K 0.01%
62
89
$30.8K 0.01%
198
90
$30.6K 0.01%
228
91
$30.1K 0.01%
110
92
$29.7K 0.01%
899
93
$27.8K 0.01%
68
94
$27.3K 0.01%
400
95
$27.3K 0.01%
822
+8
96
$26.7K 0.01%
+1,110
97
$26.3K 0.01%
643
98
$25.6K 0.01%
264
99
$25.4K 0.01%
1,091
+415
100
$25.3K 0.01%
+1,300
2 3
4
5 6