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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.6K 0.01%
219
-45
102
$31.3K 0.01%
62
103
$31K 0.01%
500
104
$30.4K 0.01%
230
105
$29.2K 0.01%
68
106
$28.7K 0.01%
202
107
$28.5K 0.01%
394
+1
108
$27.6K 0.01%
400
109
$27.5K 0.01%
475
110
$27.4K 0.01%
195
111
$27.4K 0.01%
535
112
$27.3K 0.01%
255
113
$27.1K 0.01%
78
114
$27.1K 0.01%
1,300
115
$26.9K 0.01%
768
116
$26.7K 0.01%
116
117
$26.4K 0.01%
450
118
$26.3K 0.01%
1,110
119
$25.9K 0.01%
63
120
$25.7K 0.01%
33
121
$25.4K 0.01%
295
122
$25.3K 0.01%
73
123
$25.1K 0.01%
346
124
$23.8K 0.01%
475
125
$23.5K 0.01%
76
3 4
5
6 7