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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.9K 0.01%
831
77
$50K 0.01%
200
78
$44.8K 0.01%
246
+2
79
$43.8K 0.01%
157
80
$43.6K 0.01%
249
81
$42.9K 0.01%
483
82
$42.8K 0.01%
1,149
+5
83
$41.1K 0.01%
83
84
$40.4K 0.01%
110
85
$39.8K 0.01%
1,991
+17
86
$39.6K 0.01%
+979
87
$39.2K 0.01%
228
88
$39K 0.01%
318
+2
89
$38.7K 0.01%
1,684
-1,712
90
$38.4K 0.01%
155
91
$37.2K 0.01%
242
92
$37.1K 0.01%
829
-70
93
$36.7K 0.01%
109
94
$36.2K 0.01%
625
-18
95
$36.2K 0.01%
198
96
$36K 0.01%
1,091
97
$35.8K 0.01%
226
+1
98
$35.6K 0.01%
365
+17
99
$33.4K 0.01%
111
100
$32.8K 0.01%
128
2 3
4
5 6