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
$332M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$553K
3
+$428K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$346K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$196K

Top Sells

1
+$7.99M
2
+$1.18M
3
+$859K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$118K
5
VHT icon
Vanguard Health Care ETF
VHT
+$51.5K

Sector Composition

1 Technology 2.29%
2 Industrials 0.78%
3 Consumer Discretionary 0.66%
4 Consumer Staples 0.51%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.16K ﹤0.01%
259
202
$5.16K ﹤0.01%
126
203
$5.08K ﹤0.01%
34
204
$5K ﹤0.01%
312
205
$4.94K ﹤0.01%
38
206
$4.87K ﹤0.01%
300
207
$4.84K ﹤0.01%
200
208
$4.76K ﹤0.01%
128
+1
209
$4.7K ﹤0.01%
52
210
$4.67K ﹤0.01%
96
211
$4.67K ﹤0.01%
69
212
$4.53K ﹤0.01%
32
-10
213
$4.44K ﹤0.01%
318
+4
214
$4.32K ﹤0.01%
74
215
$4.3K ﹤0.01%
264
216
$4.28K ﹤0.01%
146
217
$4.26K ﹤0.01%
42
218
$4.17K ﹤0.01%
94
219
$4.1K ﹤0.01%
+50
220
$3.92K ﹤0.01%
137
221
$3.88K ﹤0.01%
1,000
222
$3.8K ﹤0.01%
196
223
$3.76K ﹤0.01%
170
224
$3.63K ﹤0.01%
147
225
$3.6K ﹤0.01%
89
7 8
9
10 11