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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
75
127
$18K 0.01%
343
128
$18K 0.01%
304
129
$18K 0.01%
2,854
130
$17K 0.01%
79
+27
131
$17K 0.01%
56
132
$17K 0.01%
275
133
$16K 0.01%
314
-15
134
$16K 0.01%
+302
135
$16K 0.01%
128
136
$16K 0.01%
2,740
137
$16K 0.01%
65
138
$15K 0.01%
91
139
$15K 0.01%
260
140
$15K 0.01%
+833
141
$14K ﹤0.01%
+200
142
$14K ﹤0.01%
171
143
$14K ﹤0.01%
165
144
$13K ﹤0.01%
104
145
$13K ﹤0.01%
66
+43
146
$13K ﹤0.01%
220
147
$13K ﹤0.01%
620
148
$13K ﹤0.01%
237
+109
149
$12K ﹤0.01%
204
150
$12K ﹤0.01%
1,023
4 5
6
7 8