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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23.4K 0.01%
842
+11
127
$23.2K 0.01%
121
+1
128
$22.4K 0.01%
197
+1
129
$22.4K 0.01%
32
130
$21.8K 0.01%
1,824
+2
131
$21.5K 0.01%
+62
132
$21.4K 0.01%
170
133
$21.4K 0.01%
134
134
$21.2K 0.01%
142
135
$20.7K 0.01%
1,000
136
$20.1K 0.01%
346
+1
137
$19.9K 0.01%
1,500
138
$19.6K ﹤0.01%
125
139
$19.4K ﹤0.01%
165
140
$18.9K ﹤0.01%
270
+66
141
$18.7K ﹤0.01%
91
142
$18.4K ﹤0.01%
44
143
$18K ﹤0.01%
91
144
$18K ﹤0.01%
104
145
$18K ﹤0.01%
381
+94
146
$17.7K ﹤0.01%
307
-82
147
$17.6K ﹤0.01%
1,200
148
$17.5K ﹤0.01%
21
149
$17.2K ﹤0.01%
99
+13
150
$17.1K ﹤0.01%
172
4 5
6
7 8