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
$303M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$2M
3
+$248K
4
VFH icon
Vanguard Financials ETF
VFH
+$164K
5
PG icon
Procter & Gamble
PG
+$125K

Top Sells

1
+$5.9M
2
+$4.67M
3
+$3.87M
4
FXA icon
Invesco CurrencyShares Australian Dollar Trust
FXA
+$2.24M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.65M

Sector Composition

1 Technology 2.05%
2 Industrials 1.05%
3 Consumer Discretionary 0.82%
4 Consumer Staples 0.68%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
36
202
$6K ﹤0.01%
105
203
$6K ﹤0.01%
518
+7
204
$6K ﹤0.01%
1,000
205
$6K ﹤0.01%
48
-23
206
$6K ﹤0.01%
34
207
$6K ﹤0.01%
47
208
$5K ﹤0.01%
101
209
$5K ﹤0.01%
23
210
$5K ﹤0.01%
51
211
$5K ﹤0.01%
+109
212
$5K ﹤0.01%
122
213
$5K ﹤0.01%
50
214
$5K ﹤0.01%
66
215
$5K ﹤0.01%
70
216
$5K ﹤0.01%
+981
217
$5K ﹤0.01%
156
218
$5K ﹤0.01%
74
219
$5K ﹤0.01%
2
220
$5K ﹤0.01%
89
221
$4K ﹤0.01%
200
222
$4K ﹤0.01%
38
223
$4K ﹤0.01%
6
224
$4K ﹤0.01%
90
-100
225
$4K ﹤0.01%
500
7 8
9
10 11