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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.1K 0.01%
477
77
$56K 0.01%
673
78
$55.2K 0.01%
404
79
$55.1K 0.01%
89
80
$52.9K 0.01%
251
-17
81
$52.4K 0.01%
375
+116
82
$49.7K 0.01%
200
83
$49.2K 0.01%
1,362
84
$48.6K 0.01%
+556
85
$47.3K 0.01%
1,159
+5
86
$47.1K 0.01%
239
+2
87
$46.1K 0.01%
727
88
$45.1K 0.01%
77
-6
89
$44.9K 0.01%
509
90
$43.2K 0.01%
322
+2
91
$42.3K 0.01%
249
92
$42.3K 0.01%
349
-16
93
$42.3K 0.01%
108
-2
94
$42.1K 0.01%
128
95
$42.1K 0.01%
153
-4
96
$41.6K 0.01%
242
97
$40.8K 0.01%
46
+16
98
$40.8K 0.01%
228
99
$39.2K 0.01%
198
100
$37.4K 0.01%
155
2 3
4
5 6