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
$326M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$387K
3
+$384K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
ARKK icon
ARK Innovation ETF
ARKK
+$289K

Top Sells

1
+$89.3K
2
+$44.2K
3
+$43.1K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$36.1K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$33K

Sector Composition

1 Technology 2.43%
2 Industrials 1.07%
3 Consumer Discretionary 0.98%
4 Consumer Staples 0.68%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
146
202
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50
203
$8K ﹤0.01%
105
204
$7K ﹤0.01%
302
+2
205
$7K ﹤0.01%
137
206
$7K ﹤0.01%
67
207
$7K ﹤0.01%
94
-65
208
$7K ﹤0.01%
55
209
$7K ﹤0.01%
172
210
$7K ﹤0.01%
36
211
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83
212
$7K ﹤0.01%
42
-2
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$7K ﹤0.01%
282
214
$7K ﹤0.01%
63
215
$7K ﹤0.01%
212
216
$7K ﹤0.01%
110
217
$7K ﹤0.01%
91
218
$7K ﹤0.01%
34
219
$7K ﹤0.01%
+175
220
$6K ﹤0.01%
+2,000
221
$6K ﹤0.01%
51
+5
222
$6K ﹤0.01%
137
223
$6K ﹤0.01%
261
224
$6K ﹤0.01%
94
225
$6K ﹤0.01%
55
7 8
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