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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.01%
111
+61
102
$26K 0.01%
484
+1
103
$25K 0.01%
737
104
$25K 0.01%
225
+1
105
$24K 0.01%
106
106
$24K 0.01%
61
107
$23K 0.01%
162
108
$23K 0.01%
385
109
$22K 0.01%
193
+2
110
$21K 0.01%
1,224
+150
111
$21K 0.01%
78
-156
112
$20K 0.01%
91
-101
113
$20K 0.01%
2,854
114
$20K 0.01%
+165
115
$20K 0.01%
69
116
$20K 0.01%
92
-1
117
$19K 0.01%
168
+1
118
$19K 0.01%
133
+1
119
$19K 0.01%
75
120
$19K 0.01%
600
121
$18K 0.01%
56
-1
122
$18K 0.01%
304
123
$18K 0.01%
275
124
$17K 0.01%
19
-1
125
$17K 0.01%
343
-513
3 4
5
6 7