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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K ﹤0.01%
104
+1
177
$12.9K ﹤0.01%
1,689
178
$12.8K ﹤0.01%
+500
179
$12.3K ﹤0.01%
83
+17
180
$12.2K ﹤0.01%
49
181
$11.1K ﹤0.01%
26
182
$11K ﹤0.01%
53
183
$10.7K ﹤0.01%
7
184
$10.6K ﹤0.01%
274
185
$10.6K ﹤0.01%
226
+100
186
$10.3K ﹤0.01%
120
187
$10.3K ﹤0.01%
768
188
$10K ﹤0.01%
1,023
189
$9.87K ﹤0.01%
64
190
$9.45K ﹤0.01%
384
191
$9.33K ﹤0.01%
132
192
$9.33K ﹤0.01%
36
193
$8.93K ﹤0.01%
146
+99
194
$8.84K ﹤0.01%
83
+10
195
$8.71K ﹤0.01%
553
+11
196
$8.67K ﹤0.01%
493
+97
197
$8.45K ﹤0.01%
225
198
$8.36K ﹤0.01%
79
199
$8.2K ﹤0.01%
163
200
$8.12K ﹤0.01%
61
6 7
8
9 10