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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
617
102
$30K 0.01%
68
103
$29K 0.01%
69
104
$29K 0.01%
500
105
$29K 0.01%
185
106
$28K 0.01%
111
107
$28K 0.01%
135
108
$27K 0.01%
78
109
$26K 0.01%
28
110
$26K 0.01%
182
111
$26K 0.01%
75
112
$26K 0.01%
487
+2
113
$25K 0.01%
133
114
$24K 0.01%
169
115
$24K 0.01%
1,272
+42
116
$23K 0.01%
385
117
$23K 0.01%
226
+1
118
$23K 0.01%
133
119
$23K 0.01%
112
120
$23K 0.01%
737
121
$21K 0.01%
+720
122
$21K 0.01%
162
123
$21K 0.01%
56
124
$21K 0.01%
+200
125
$20K 0.01%
301
-1
3 4
5
6 7