CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+5.25%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$332M
AUM Growth
+$13.6M
(+4.3%)
Cap. Flow
-$543K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
81.06%
Holding
337
New
18
Increased
72
Reduced
27
Closed
28
Top Buys
| 1 |
SPDR Portfolio Europe ETF
SPEU
|
$7.52M |
| 2 |
Microsoft
MSFT
|
$553K |
| 3 |
Vanguard Financials ETF
VFH
|
$428K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$346K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$196K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$7.99M |
| 2 |
Vanguard International High Dividend Yield ETF
VYMI
|
$1.18M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$859K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$118K |
| 5 |
Vanguard Health Care ETF
VHT
|
$51.5K |
Sector Composition
| 1 | Technology | 2.29% |
| 2 | Industrials | 0.78% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Consumer Staples | 0.51% |
| 5 | Financials | 0.33% |
