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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17.1K ﹤0.01%
47
152
$17K ﹤0.01%
527
-1,014
153
$16.9K ﹤0.01%
65
154
$16.4K ﹤0.01%
65
155
$16.3K ﹤0.01%
800
156
$15.8K ﹤0.01%
335
+2
157
$15.8K ﹤0.01%
404
+59
158
$15.7K ﹤0.01%
235
159
$15K ﹤0.01%
93
160
$15K ﹤0.01%
77
161
$15K ﹤0.01%
57
162
$14.9K ﹤0.01%
51
163
$14.9K ﹤0.01%
32
164
$14.8K ﹤0.01%
52
165
$14.7K ﹤0.01%
322
166
$14.6K ﹤0.01%
154
167
$14.6K ﹤0.01%
146
168
$14.5K ﹤0.01%
250
169
$14.5K ﹤0.01%
2,740
170
$14.5K ﹤0.01%
114
171
$14.4K ﹤0.01%
142
172
$14.1K ﹤0.01%
2,854
173
$13.9K ﹤0.01%
75
174
$13.4K ﹤0.01%
220
175
$13.2K ﹤0.01%
79
5 6
7
8 9