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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K ﹤0.01%
50
152
$12K ﹤0.01%
260
153
$12K ﹤0.01%
204
154
$12K ﹤0.01%
527
155
$12K ﹤0.01%
220
156
$12K ﹤0.01%
838
157
$12K ﹤0.01%
499
+400
158
$11K ﹤0.01%
535
159
$11K ﹤0.01%
158
-1
160
$11K ﹤0.01%
768
161
$11K ﹤0.01%
156
162
$11K ﹤0.01%
212
163
$11K ﹤0.01%
51
164
$10K ﹤0.01%
142
-1
165
$10K ﹤0.01%
96
166
$10K ﹤0.01%
1,689
167
$10K ﹤0.01%
315
168
$10K ﹤0.01%
276
+150
169
$10K ﹤0.01%
282
170
$10K ﹤0.01%
131
-4
171
$10K ﹤0.01%
573
172
$10K ﹤0.01%
71
173
$9K ﹤0.01%
1,000
174
$9K ﹤0.01%
1,000
175
$9K ﹤0.01%
230
5 6
7
8 9