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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20K 0.01%
151
-6
127
$20K 0.01%
304
128
$19K 0.01%
+218
129
$19K 0.01%
344
+1
130
$19K 0.01%
302
131
$19K 0.01%
184
132
$19K 0.01%
260
133
$19K 0.01%
91
134
$19K 0.01%
+249
135
$18K 0.01%
134
+1
136
$18K 0.01%
79
137
$18K 0.01%
314
138
$18K 0.01%
128
139
$18K 0.01%
65
140
$18K 0.01%
2,854
141
$18K 0.01%
600
-500
142
$17K 0.01%
2,740
143
$17K 0.01%
+45
144
$17K 0.01%
275
145
$16K ﹤0.01%
91
146
$15K ﹤0.01%
66
147
$15K ﹤0.01%
171
148
$14K ﹤0.01%
204
149
$14K ﹤0.01%
536
+9
150
$13K ﹤0.01%
220
4 5
6
7 8