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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
86
127
$17K 0.01%
329
128
$16K 0.01%
2,740
129
$16K 0.01%
65
130
$16K 0.01%
5,651
131
$16K 0.01%
+430
132
$16K 0.01%
91
-1
133
$15K 0.01%
128
134
$15K 0.01%
49
135
$15K 0.01%
105
-209
136
$15K 0.01%
560
137
$14K ﹤0.01%
104
138
$14K ﹤0.01%
134
-1
139
$14K ﹤0.01%
171
-100
140
$14K ﹤0.01%
70
141
$13K ﹤0.01%
69
-250
142
$13K ﹤0.01%
153
+57
143
$13K ﹤0.01%
+55
144
$13K ﹤0.01%
1,023
145
$13K ﹤0.01%
52
146
$13K ﹤0.01%
+1,000
147
$13K ﹤0.01%
475
148
$13K ﹤0.01%
688
149
$13K ﹤0.01%
620
+2
150
$13K ﹤0.01%
+206
4 5
6
7 8