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
$398M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$452K
3
+$417K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$400K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$193K

Top Sells

1
+$363K
2
+$135K
3
+$127K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$72.2K
5
NKE icon
Nike
NKE
+$58.2K

Sector Composition

1 Technology 2.33%
2 Industrials 0.84%
3 Consumer Discretionary 0.62%
4 Consumer Staples 0.51%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.09K ﹤0.01%
1,000
202
$8.05K ﹤0.01%
350
203
$7.95K ﹤0.01%
500
204
$7.58K ﹤0.01%
452
205
$7.23K ﹤0.01%
198
+2
206
$7.1K ﹤0.01%
100
207
$7K ﹤0.01%
350
208
$6.92K ﹤0.01%
641
209
$6.86K ﹤0.01%
42
210
$6.47K ﹤0.01%
318
211
$6.25K ﹤0.01%
34
212
$6.23K ﹤0.01%
38
213
$6.03K ﹤0.01%
49
+8
214
$5.99K ﹤0.01%
5,651
215
$5.86K ﹤0.01%
76
+1
216
$5.8K ﹤0.01%
1,000
217
$5.79K ﹤0.01%
54
218
$5.75K ﹤0.01%
66
+50
219
$5.75K ﹤0.01%
248
220
$5.68K ﹤0.01%
334
+4
221
$5.64K ﹤0.01%
131
222
$5.56K ﹤0.01%
508
223
$5.37K ﹤0.01%
128
224
$5.37K ﹤0.01%
70
225
$5.32K ﹤0.01%
+105
7 8
9
10 11