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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
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%
70
152
$13K ﹤0.01%
96
153
$13K ﹤0.01%
315
154
$13K ﹤0.01%
49
155
$13K ﹤0.01%
1,023
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%
169
166
$11K ﹤0.01%
+61
167
$11K ﹤0.01%
142
168
$11K ﹤0.01%
32
169
$11K ﹤0.01%
151
170
$11K ﹤0.01%
156
171
$11K ﹤0.01%
51
172
$11K ﹤0.01%
830
173
$10K ﹤0.01%
133
+1
174
$10K ﹤0.01%
475
175
$10K ﹤0.01%
802
5 6
7
8 9