CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+7.42%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$247M
AUM Growth
+$16.2M
(+7%)
Cap. Flow
-$200K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
88.41%
Holding
287
New
16
Increased
46
Reduced
31
Closed
10
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$738K |
| 2 |
Invesco QQQ Trust
QQQ
|
$293K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$247K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$240K |
| 5 |
iShares Emerging Markets Dividend ETF
DVYE
|
$93.7K |
Sector Composition
| 1 | Technology | 2.28% |
| 2 | Industrials | 1.1% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Consumer Staples | 0.58% |
| 5 | Financials | 0.29% |
