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
$301M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$784K
3
+$514K
4
VTV icon
Vanguard Value ETF
VTV
+$410K
5
AAPL icon
Apple
AAPL
+$288K

Top Sells

1
+$1.84M
2
+$870K
3
+$591K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$279K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Technology 2.19%
2 Industrials 0.98%
3 Consumer Discretionary 0.87%
4 Consumer Staples 0.7%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
146
202
$7K ﹤0.01%
+45
203
$7K ﹤0.01%
+67
204
$7K ﹤0.01%
94
205
$7K ﹤0.01%
+130
206
$7K ﹤0.01%
94
+87
207
$7K ﹤0.01%
+110
208
$7K ﹤0.01%
+330
209
$7K ﹤0.01%
91
+1
210
$7K ﹤0.01%
46
-60
211
$7K ﹤0.01%
+137
212
$7K ﹤0.01%
1,000
213
$7K ﹤0.01%
105
214
$6K ﹤0.01%
300
215
$6K ﹤0.01%
137
216
$6K ﹤0.01%
+83
217
$6K ﹤0.01%
44
218
$6K ﹤0.01%
36
219
$6K ﹤0.01%
1,000
220
$6K ﹤0.01%
55
+7
221
$6K ﹤0.01%
+18
222
$6K ﹤0.01%
+89
223
$6K ﹤0.01%
34
224
$6K ﹤0.01%
100
225
$5K ﹤0.01%
1,000
7 8
9
10 11