CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.1K 0.01%
400
102
$26.3K 0.01%
229
+1
103
$25.6K 0.01%
1,462
+8
104
$23.9K 0.01%
62
105
$23.2K 0.01%
241
+53
106
$22.6K 0.01%
340
107
$22.6K 0.01%
128
108
$22.2K 0.01%
111
109
$21.4K 0.01%
676
110
$21.2K 0.01%
700
111
$21.1K 0.01%
535
112
$21.1K 0.01%
92
-43
113
$21.1K 0.01%
564
-33
114
$20.5K 0.01%
133
115
$19.7K 0.01%
69
116
$19.5K 0.01%
346
117
$19.5K 0.01%
162
118
$19.1K 0.01%
+1,363
119
$18.9K 0.01%
1,500
120
$17.9K 0.01%
91
121
$17.8K 0.01%
494
+203
122
$17.5K 0.01%
78
123
$17.5K 0.01%
173
+1
124
$17.4K 0.01%
204
125
$17.4K 0.01%
91
3 4
5
6 7