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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K ﹤0.01%
802
177
$10K ﹤0.01%
388
-4
178
$10K ﹤0.01%
163
179
$10K ﹤0.01%
200
180
$10K ﹤0.01%
57
181
$9K ﹤0.01%
41
182
$9K ﹤0.01%
230
183
$9K ﹤0.01%
535
184
$9K ﹤0.01%
91
185
$9K ﹤0.01%
167
186
$9K ﹤0.01%
377
187
$9K ﹤0.01%
1,689
188
$9K ﹤0.01%
206
189
$9K ﹤0.01%
95
+1
190
$9K ﹤0.01%
+100
191
$9K ﹤0.01%
44
192
$9K ﹤0.01%
106
193
$9K ﹤0.01%
147
194
$8K ﹤0.01%
105
195
$8K ﹤0.01%
45
196
$8K ﹤0.01%
134
197
$8K ﹤0.01%
130
198
$8K ﹤0.01%
5,651
199
$8K ﹤0.01%
573
200
$8K ﹤0.01%
62
+1
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8
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