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
$455M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.7M
3
+$2.67M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$944K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$812K

Top Sells

1
+$2.58M
2
+$805K
3
+$638K
4
VHT icon
Vanguard Health Care ETF
VHT
+$550K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$411K

Sector Composition

1 Technology 2.33%
2 Industrials 0.7%
3 Consumer Discretionary 0.68%
4 Consumer Staples 0.42%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
22
-4
202
$10.8K ﹤0.01%
55
-10
203
$10.7K ﹤0.01%
+67
204
$10.4K ﹤0.01%
+170
205
$10K ﹤0.01%
1,023
206
$9.95K ﹤0.01%
36
207
$9.93K ﹤0.01%
384
208
$9.92K ﹤0.01%
+190
209
$9.88K ﹤0.01%
+75
210
$9.2K ﹤0.01%
61
211
$9.14K ﹤0.01%
121
212
$9.12K ﹤0.01%
452
213
$9.08K ﹤0.01%
210
+12
214
$8.99K ﹤0.01%
+370
215
$8.78K ﹤0.01%
150
-301
216
$8.66K ﹤0.01%
69
+1
217
$8.64K ﹤0.01%
229
+2
218
$8.56K ﹤0.01%
124
-22
219
$8.34K ﹤0.01%
75
-25
220
$8.29K ﹤0.01%
343
+2
221
$8.14K ﹤0.01%
+162
222
$8.02K ﹤0.01%
106
+37
223
$7.88K ﹤0.01%
+163
224
$7.45K ﹤0.01%
1,000
225
$7.21K ﹤0.01%
181
-37
7 8
9
10 11