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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5K ﹤0.01%
51
152
$13.4K ﹤0.01%
47
153
$13.4K ﹤0.01%
2,740
154
$13.1K ﹤0.01%
57
155
$13.1K ﹤0.01%
204
156
$12.8K ﹤0.01%
65
157
$12.7K ﹤0.01%
108
158
$12.6K ﹤0.01%
142
159
$12.6K ﹤0.01%
2,854
160
$12.5K ﹤0.01%
110
-1
161
$12.4K ﹤0.01%
274
162
$12.3K ﹤0.01%
508
163
$12.3K ﹤0.01%
5,651
164
$12.3K ﹤0.01%
19
165
$12.2K ﹤0.01%
330
+3
166
$12.1K ﹤0.01%
340
+4
167
$11.9K ﹤0.01%
32
168
$11.6K ﹤0.01%
104
169
$11.4K ﹤0.01%
261
170
$10.9K ﹤0.01%
103
+1
171
$10.6K ﹤0.01%
51
172
$10.6K ﹤0.01%
1,689
173
$10.6K ﹤0.01%
+287
174
$10.3K ﹤0.01%
7
175
$10.2K ﹤0.01%
65
5 6
7
8 9