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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K ﹤0.01%
276
177
$9K ﹤0.01%
+167
178
$9K ﹤0.01%
32
179
$9K ﹤0.01%
+44
180
$9K ﹤0.01%
573
181
$9K ﹤0.01%
142
182
$9K ﹤0.01%
51
183
$9K ﹤0.01%
147
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$9K ﹤0.01%
57
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$8K ﹤0.01%
55
186
$8K ﹤0.01%
172
187
$8K ﹤0.01%
+91
188
$8K ﹤0.01%
+134
189
$8K ﹤0.01%
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$8K ﹤0.01%
230
191
$8K ﹤0.01%
+377
192
$8K ﹤0.01%
282
193
$8K ﹤0.01%
+63
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
802
-51
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$8K ﹤0.01%
71
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$8K ﹤0.01%
61
+1
199
$8K ﹤0.01%
395
200
$8K ﹤0.01%
53
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