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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
128
102
$24.9K 0.01%
+255
103
$24.9K 0.01%
768
104
$24.5K 0.01%
+475
105
$24.3K 0.01%
229
106
$23.8K 0.01%
+63
107
$22.7K 0.01%
+475
108
$22.6K 0.01%
1,946
+20
109
$22.5K 0.01%
111
110
$22.4K 0.01%
73
111
$22K 0.01%
535
112
$21.8K 0.01%
+450
113
$21.8K 0.01%
43
-11
114
$21.5K 0.01%
392
+1
115
$21.1K 0.01%
1,528
+31
116
$21K 0.01%
500
117
$20.4K 0.01%
346
118
$20K 0.01%
340
119
$19.9K 0.01%
78
120
$19.1K 0.01%
345
121
$18.9K 0.01%
116
-69
122
$18.9K 0.01%
196
+1
123
$18.6K 0.01%
1,500
124
$18.5K 0.01%
+170
125
$18K 0.01%
1,822
+1
3 4
5
6 7