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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29K 0.01%
+676
102
$29K 0.01%
182
-39
103
$29K 0.01%
68
-32
104
$29K 0.01%
228
105
$29K 0.01%
617
-66
106
$28K 0.01%
185
107
$26K 0.01%
135
+43
108
$26K 0.01%
737
109
$26K 0.01%
133
+47
110
$26K 0.01%
485
+1
111
$23K 0.01%
28
+9
112
$23K 0.01%
+100
113
$23K 0.01%
162
114
$23K 0.01%
225
115
$22K 0.01%
69
116
$22K 0.01%
78
117
$21K 0.01%
133
118
$21K 0.01%
157
+52
119
$21K 0.01%
1,230
+6
120
$20K 0.01%
+133
121
$20K 0.01%
169
+1
122
$20K 0.01%
184
+50
123
$20K 0.01%
385
124
$19K 0.01%
112
+43
125
$19K 0.01%
91
3 4
5
6 7