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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.5K ﹤0.01%
+197
152
$21.2K ﹤0.01%
613
153
$21.2K ﹤0.01%
930
-839
154
$20.1K ﹤0.01%
26
-20
155
$20.1K ﹤0.01%
104
156
$19.8K ﹤0.01%
+216
157
$19.7K ﹤0.01%
88
+54
158
$19.6K ﹤0.01%
220
159
$19.3K ﹤0.01%
359
+3
160
$19K ﹤0.01%
+208
161
$19K ﹤0.01%
342
+2
162
$18.6K ﹤0.01%
99
163
$18.3K ﹤0.01%
72
164
$18.1K ﹤0.01%
77
165
$17.6K ﹤0.01%
76
-14
166
$17.4K ﹤0.01%
104
167
$17.4K ﹤0.01%
77
-14
168
$17.1K ﹤0.01%
+342
169
$17K ﹤0.01%
27
-5
170
$16.8K ﹤0.01%
75
171
$16.8K ﹤0.01%
169
172
$16.7K ﹤0.01%
+371
173
$16.4K ﹤0.01%
77
-14
174
$16K ﹤0.01%
173
175
$15.7K ﹤0.01%
238
5 6
7
8 9