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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40.5K 0.01%
244
+2
102
$40.5K 0.01%
350
+1
103
$39.1K 0.01%
228
104
$39.1K 0.01%
200
+2
105
$38.8K 0.01%
741
-350
106
$38.7K 0.01%
967
+839
107
$37.9K 0.01%
249
108
$37.8K 0.01%
212
-7
109
$37.2K 0.01%
160
+107
110
$36.9K 0.01%
772
+1
111
$36.2K 0.01%
250
-201
112
$36K 0.01%
+372
113
$35.2K 0.01%
155
114
$34.9K 0.01%
+666
115
$34.7K 0.01%
2,051
+23
116
$34.6K 0.01%
95
-13
117
$34.5K 0.01%
68
-9
118
$34.2K 0.01%
102
-9
119
$33.6K 0.01%
+845
120
$33.5K 0.01%
231
+1
121
$33.3K 0.01%
162
-29
122
$33.2K 0.01%
500
123
$33K 0.01%
228
124
$31.6K 0.01%
68
125
$31.3K 0.01%
172
-30
3 4
5
6 7