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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30.4K 0.01%
1,250
127
$30.2K 0.01%
111
+2
128
$29.9K 0.01%
145
+1
129
$29.4K 0.01%
535
130
$29.3K 0.01%
396
+1
131
$28.4K 0.01%
+562
132
$28.1K 0.01%
768
133
$27.9K 0.01%
116
134
$27K 0.01%
117
135
$26.5K 0.01%
350
136
$25.8K 0.01%
2,069
-17
137
$25.7K 0.01%
76
138
$25.4K 0.01%
313
139
$25.3K 0.01%
77
+39
140
$24.4K 0.01%
+265
141
$24.2K 0.01%
+385
142
$23.7K 0.01%
+133
143
$23.6K 0.01%
346
144
$23.5K 0.01%
887
+24
145
$23.2K 0.01%
330
-146
146
$22.7K 0.01%
51
-9
147
$22.6K 0.01%
200
+1
148
$22.5K ﹤0.01%
400
149
$22.4K ﹤0.01%
66
-12
150
$22.2K ﹤0.01%
63
-10
4 5
6
7 8