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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.8K ﹤0.01%
322
+33
152
$11.6K ﹤0.01%
57
153
$11.5K ﹤0.01%
104
154
$11.5K ﹤0.01%
50
155
$11.4K ﹤0.01%
32
156
$11.3K ﹤0.01%
1,171
+1,111
157
$11.1K ﹤0.01%
142
158
$11K ﹤0.01%
158
159
$10.9K ﹤0.01%
274
160
$10.8K ﹤0.01%
108
161
$10.8K ﹤0.01%
51
+43
162
$10.4K ﹤0.01%
105
163
$10.3K ﹤0.01%
152
164
$10.1K ﹤0.01%
1,689
165
$9.86K ﹤0.01%
553
-352
166
$9.72K ﹤0.01%
+163
167
$9.48K ﹤0.01%
102
168
$9.44K ﹤0.01%
573
169
$9.43K ﹤0.01%
225
170
$9.23K ﹤0.01%
69
171
$9.17K ﹤0.01%
+175
172
$8.96K ﹤0.01%
768
173
$8.94K ﹤0.01%
7
174
$8.92K ﹤0.01%
1,023
175
$8.87K ﹤0.01%
228
-9
5 6
7
8 9