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
$339M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$104K
3
+$97.9K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$92K
5
VFH icon
Vanguard Financials ETF
VFH
+$90.8K

Top Sells

1
+$656K
2
+$292K
3
+$212K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$200K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$179K

Sector Composition

1 Technology 2.44%
2 Industrials 0.78%
3 Consumer Discretionary 0.74%
4 Consumer Staples 0.43%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.6K ﹤0.01%
+350
202
$5.6K ﹤0.01%
74
203
$5.54K ﹤0.01%
53
204
$5.5K ﹤0.01%
+65
205
$5.47K ﹤0.01%
34
206
$5.43K ﹤0.01%
500
207
$5.41K ﹤0.01%
+100
208
$5.35K ﹤0.01%
+2,501
209
$5.3K ﹤0.01%
95
+75
210
$5.26K ﹤0.01%
70
211
$5.24K ﹤0.01%
315
212
$5.07K ﹤0.01%
38
213
$5.05K ﹤0.01%
42
214
$4.78K ﹤0.01%
130
+2
215
$4.75K ﹤0.01%
350
216
$4.7K ﹤0.01%
126
217
$4.68K ﹤0.01%
326
+4
218
$4.51K ﹤0.01%
248
-16
219
$4.36K ﹤0.01%
146
220
$4.15K ﹤0.01%
128
-100
221
$4.14K ﹤0.01%
94
222
$4.08K ﹤0.01%
99
223
$4.07K ﹤0.01%
69
224
$3.96K ﹤0.01%
1,000
225
$3.91K ﹤0.01%
196
7 8
9
10 11