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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.8K 0.01%
76
127
$17.2K 0.01%
195
128
$16.8K 0.01%
91
129
$16.7K ﹤0.01%
+1,200
130
$16.6K ﹤0.01%
389
131
$16.1K ﹤0.01%
295
132
$16.1K ﹤0.01%
+30
133
$15.9K ﹤0.01%
91
134
$15.7K ﹤0.01%
+165
135
$15.5K ﹤0.01%
+800
136
$15.5K ﹤0.01%
110
+1
137
$15.3K ﹤0.01%
+44
138
$15.2K ﹤0.01%
202
139
$15.1K ﹤0.01%
134
140
$14.8K ﹤0.01%
141
+1
141
$14.2K ﹤0.01%
+93
142
$14.1K ﹤0.01%
103
-13
143
$14K ﹤0.01%
52
144
$13.9K ﹤0.01%
322
145
$13.8K ﹤0.01%
172
146
$13.8K ﹤0.01%
65
-19
147
$13.7K ﹤0.01%
+235
148
$13.7K ﹤0.01%
86
149
$13.7K ﹤0.01%
114
150
$13.5K ﹤0.01%
+125
4 5
6
7 8