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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.76K ﹤0.01%
1,000
177
$8.13K ﹤0.01%
388
178
$8.11K ﹤0.01%
230
179
$8K ﹤0.01%
53
180
$7.86K ﹤0.01%
508
+308
181
$7.63K ﹤0.01%
71
182
$7.6K ﹤0.01%
220
183
$7.6K ﹤0.01%
132
184
$7.47K ﹤0.01%
78
185
$7.31K ﹤0.01%
452
186
$7.27K ﹤0.01%
+79
187
$6.99K ﹤0.01%
36
188
$6.97K ﹤0.01%
2,500
189
$6.78K ﹤0.01%
5,651
190
$6.66K ﹤0.01%
500
-500
191
$6.56K ﹤0.01%
+37
192
$6.38K ﹤0.01%
350
193
$6.38K ﹤0.01%
331
+4
194
$6.3K ﹤0.01%
505
+11
195
$5.91K ﹤0.01%
475
196
$5.89K ﹤0.01%
75
197
$5.88K ﹤0.01%
60
-40
198
$5.78K ﹤0.01%
52
199
$5.59K ﹤0.01%
73
200
$5.26K ﹤0.01%
1,000
6 7
8
9 10