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
$444M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.4M
3
+$10.5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.53M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.45M

Top Sells

1
+$11.1M
2
+$9.48M
3
+$8.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Sector Composition

1 Technology 2.36%
2 Consumer Discretionary 0.73%
3 Industrials 0.73%
4 Consumer Staples 0.43%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.69K ﹤0.01%
38
202
$9.68K ﹤0.01%
218
-213,529
203
$9.47K ﹤0.01%
61
204
$9.47K ﹤0.01%
+500
205
$9.26K ﹤0.01%
68
-15
206
$9.21K ﹤0.01%
227
+2
207
$9.07K ﹤0.01%
412
-86
208
$8.94K ﹤0.01%
452
209
$8.83K ﹤0.01%
121
-11
210
$8.42K ﹤0.01%
1,000
211
$8.37K ﹤0.01%
+167
212
$8.2K ﹤0.01%
163
213
$8K ﹤0.01%
341
+4
214
$7.99K ﹤0.01%
1,000
215
$7.67K ﹤0.01%
500
216
$7.63K ﹤0.01%
350
217
$7.44K ﹤0.01%
198
218
$7.33K ﹤0.01%
38
219
$7.24K ﹤0.01%
100
220
$7.11K ﹤0.01%
99
221
$7.09K ﹤0.01%
321
+3
222
$7.03K ﹤0.01%
199
+100
223
$6.81K ﹤0.01%
34
224
$6.48K ﹤0.01%
274
225
$6.46K ﹤0.01%
248
7 8
9
10 11