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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.5K ﹤0.01%
26
177
$9.25K ﹤0.01%
64
+8
178
$9K ﹤0.01%
146
+50
179
$8.86K ﹤0.01%
768
180
$8.83K ﹤0.01%
1,023
181
$8.69K ﹤0.01%
53
182
$8.5K ﹤0.01%
225
183
$8.31K ﹤0.01%
220
184
$8.18K ﹤0.01%
75
185
$8.04K ﹤0.01%
163
186
$7.99K ﹤0.01%
1,000
187
$7.95K ﹤0.01%
384
-4
188
$7.82K ﹤0.01%
+641
189
$7.64K ﹤0.01%
+120
190
$7.54K ﹤0.01%
132
191
$7.54K ﹤0.01%
+73
192
$7.49K ﹤0.01%
36
193
$7.43K ﹤0.01%
530
+12
194
$7.29K ﹤0.01%
452
195
$7.13K ﹤0.01%
71
196
$7.06K ﹤0.01%
1,000
197
$7.01K ﹤0.01%
230
198
$6.35K ﹤0.01%
69
199
$6K ﹤0.01%
83
200
$5.86K ﹤0.01%
390
+6
6 7
8
9 10