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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.2K 0.01%
116
127
$27K 0.01%
170
128
$26.9K 0.01%
476
129
$26.7K 0.01%
451
+1
130
$26.3K 0.01%
482
+7
131
$26.3K 0.01%
63
132
$26.3K 0.01%
+750
133
$25.8K 0.01%
73
134
$25.6K 0.01%
395
+1
135
$25.4K 0.01%
144
+1
136
$25K 0.01%
863
+10
137
$24.8K 0.01%
313
-33
138
$24.8K 0.01%
32
139
$24.4K 0.01%
76
140
$24.2K 0.01%
2,086
+262
141
$24K 0.01%
613
+232
142
$23.5K 0.01%
257
+2
143
$22.8K 0.01%
72
144
$22.7K 0.01%
199
+1
145
$22.4K 0.01%
1,115
+5
146
$21.4K ﹤0.01%
127
+2
147
$20.9K ﹤0.01%
91
148
$20.5K ﹤0.01%
+73
149
$20.5K ﹤0.01%
44
150
$20.4K ﹤0.01%
99
4 5
6
7 8