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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12K ﹤0.01%
5,651
152
$12K ﹤0.01%
70
153
$11K ﹤0.01%
768
154
$11K ﹤0.01%
315
155
$11K ﹤0.01%
49
156
$11K ﹤0.01%
+151
157
$11K ﹤0.01%
527
158
$11K ﹤0.01%
156
159
$11K ﹤0.01%
+159
160
$11K ﹤0.01%
475
161
$11K ﹤0.01%
1,000
162
$11K ﹤0.01%
830
-8
163
$11K ﹤0.01%
50
164
$10K ﹤0.01%
1,000
165
$10K ﹤0.01%
55
166
$10K ﹤0.01%
132
+1
167
$10K ﹤0.01%
392
-168
168
$10K ﹤0.01%
+163
169
$10K ﹤0.01%
96
170
$10K ﹤0.01%
+200
171
$10K ﹤0.01%
1,689
172
$10K ﹤0.01%
206
173
$10K ﹤0.01%
+169
174
$9K ﹤0.01%
147
175
$9K ﹤0.01%
57
5 6
7
8 9