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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36.9K 0.01%
228
+1
102
$36K 0.01%
202
103
$35.8K 0.01%
535
104
$35.3K 0.01%
771
-58
105
$34.9K 0.01%
1,091
106
$34.5K 0.01%
202
107
$34.5K 0.01%
230
108
$34.3K 0.01%
191
+57
109
$33.9K 0.01%
1,769
+648
110
$32.8K 0.01%
219
111
$32.6K 0.01%
117
-83
112
$31.8K 0.01%
2,028
+18
113
$31.6K 0.01%
1,250
114
$31.1K 0.01%
60
-2
115
$30.9K 0.01%
109
116
$30.6K 0.01%
500
117
$30.4K 0.01%
111
118
$29.8K 0.01%
768
119
$29.8K 0.01%
78
120
$29.8K 0.01%
68
121
$29.4K 0.01%
156
122
$27.8K 0.01%
1,330
+30
123
$27.8K 0.01%
346
124
$27.8K 0.01%
289
+1
125
$27.2K 0.01%
400
3 4
5
6 7