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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.4K 0.01%
354
-63
77
$66.8K 0.01%
353
-33
78
$58.3K 0.01%
424
+46
79
$57.1K 0.01%
2,506
+2,094
80
$55.2K 0.01%
673
81
$55.1K 0.01%
477
82
$52.7K 0.01%
1,332
+173
83
$52.2K 0.01%
313
+157
84
$52.2K 0.01%
404
85
$52.1K 0.01%
217
-34
86
$51.7K 0.01%
+1,144
87
$51.3K 0.01%
+50
88
$50.9K 0.01%
376
+1
89
$50.7K 0.01%
561
-687
90
$49.6K 0.01%
556
91
$46.9K 0.01%
200
92
$46.1K 0.01%
727
93
$45.5K 0.01%
324
+2
94
$45.4K 0.01%
128
95
$45K 0.01%
509
96
$44.4K 0.01%
399
+110
97
$43.9K 0.01%
177
-25
98
$43.2K 0.01%
83
-6
99
$42.8K 0.01%
241
+2
100
$41.1K 0.01%
130
-23
2 3
4
5 6