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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.1K ﹤0.01%
355
+41
127
$16.1K ﹤0.01%
210
+127
128
$16K ﹤0.01%
86
129
$15.8K ﹤0.01%
345
+1
130
$15.8K ﹤0.01%
206
+52
131
$15.4K ﹤0.01%
76
132
$15.1K ﹤0.01%
134
133
$14.5K ﹤0.01%
172
134
$14.4K ﹤0.01%
189
-53
135
$14.1K ﹤0.01%
108
+2
136
$14.1K ﹤0.01%
21
+2
137
$14K ﹤0.01%
139
+1
138
$14K ﹤0.01%
2,740
139
$13.8K ﹤0.01%
56
140
$13.6K ﹤0.01%
2,854
141
$13.4K ﹤0.01%
300
+15
142
$13K ﹤0.01%
111
143
$12.9K ﹤0.01%
65
144
$12.6K ﹤0.01%
52
145
$12.6K ﹤0.01%
+90
146
$12.5K ﹤0.01%
64
+11
147
$12.1K ﹤0.01%
261
148
$12K ﹤0.01%
324
+2
149
$12K ﹤0.01%
47
150
$11.9K ﹤0.01%
331
+4
4 5
6
7 8