CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$382K
3
+$378K
4
ARKK icon
ARK Innovation ETF
ARKK
+$334K
5
VTV icon
Vanguard Value ETF
VTV
+$332K

Top Sells

1
+$86.3K
2
+$43K
3
+$40.6K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$35K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K ﹤0.01%
49
152
$13K ﹤0.01%
1,023
153
$13K ﹤0.01%
220
154
$13K ﹤0.01%
70
155
$13K ﹤0.01%
96
156
$12K ﹤0.01%
104
157
$12K ﹤0.01%
+154
158
$12K ﹤0.01%
768
159
$12K ﹤0.01%
1,000
160
$12K ﹤0.01%
629
+9
161
$12K ﹤0.01%
71
162
$12K ﹤0.01%
1,000
163
$12K ﹤0.01%
+198
164
$12K ﹤0.01%
237
165
$11K ﹤0.01%
151
166
$11K ﹤0.01%
156
167
$11K ﹤0.01%
169
168
$11K ﹤0.01%
+61
169
$11K ﹤0.01%
142
170
$11K ﹤0.01%
51
171
$11K ﹤0.01%
830
172
$11K ﹤0.01%
32
173
$10K ﹤0.01%
158
174
$10K ﹤0.01%
388
-4
175
$10K ﹤0.01%
163
5 6
7
8 9