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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.4K ﹤0.01%
45
-28
177
$15.3K ﹤0.01%
+1,500
178
$14.9K ﹤0.01%
37
-7
179
$14.9K ﹤0.01%
2,740
180
$14.8K ﹤0.01%
1,500
181
$14.7K ﹤0.01%
52
182
$14.6K ﹤0.01%
121
-21
183
$14.1K ﹤0.01%
500
184
$14.1K ﹤0.01%
723
185
$13.9K ﹤0.01%
2,854
186
$13.8K ﹤0.01%
+48
187
$13.8K ﹤0.01%
8
+1
188
$13.6K ﹤0.01%
+83
189
$13.5K ﹤0.01%
79
190
$13.1K ﹤0.01%
322
191
$13K ﹤0.01%
204
192
$13K ﹤0.01%
47
193
$12.8K ﹤0.01%
212
-38
194
$12.8K ﹤0.01%
216
+2
195
$12.3K ﹤0.01%
120
196
$12K ﹤0.01%
+600
197
$11.5K ﹤0.01%
22
-4
198
$11.5K ﹤0.01%
768
199
$11.5K ﹤0.01%
586
-294
200
$11.5K ﹤0.01%
44
-8
6 7
8
9 10