CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
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
1
$61.6M 18.53%
404,497
-74
2
$58.1M 17.47%
237,660
-42
3
$26M 7.81%
244,442
+1,407
4
$25.1M 7.54%
275,208
+3,805
5
$21.4M 6.44%
722,045
-29,005
6
$19.9M 6%
206,125
+1,048
7
$17M 5.1%
557,330
+1,334
8
$15.1M 4.54%
47,011
+421
9
$14.3M 4.32%
291,058
+2,163
10
$11M 3.31%
141,439
+5,493
11
$8.1M 2.44%
171,182
+343
12
$7.66M 2.31%
284,164
+877
13
$7.52M 2.26%
+197,869
14
$4.59M 1.38%
74,101
-18,972
15
$3.25M 0.98%
86,967
+975
16
$2.98M 0.9%
122,136
+8,018
17
$2.96M 0.89%
13,279
-20
18
$2.87M 0.86%
12,021
-216
19
$2.3M 0.69%
30,742
-182
20
$2.08M 0.63%
20,959
+80
21
$1.89M 0.57%
63,183
22
$1.62M 0.49%
9,851
+6
23
$1.4M 0.42%
4,864
+1,918
24
$924K 0.28%
5,177
25
$765K 0.23%
4,618
1
2 3 4 5