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
$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
1
$77.1M 19.39%
228,784
-1,076
2
$72.5M 18.24%
404,913
+2,328
3
$30.9M 7.76%
246,299
+1,289
4
$30.9M 7.76%
270,410
-248
5
$22.8M 5.73%
206,232
+999
6
$20M 5.03%
672,572
+1,396
7
$20M 5.03%
45,012
-305
8
$17.9M 4.51%
581,196
+14,647
9
$15.2M 3.83%
306,111
+8,039
10
$14.6M 3.68%
142,771
-298
11
$10.2M 2.58%
169,555
+1,319
12
$8.95M 2.25%
212,659
-876
13
$8.86M 2.23%
297,368
+4,255
14
$7.23M 1.82%
105,101
+2,801
15
$4.16M 1.05%
93,509
+1,428
16
$3.31M 0.83%
13,257
-57
17
$3.26M 0.82%
12,035
+60
18
$2.84M 0.71%
117,846
+3,386
19
$2.42M 0.61%
31,644
+588
20
$2.35M 0.59%
63,318
21
$2.06M 0.52%
20,478
+373
22
$2.02M 0.51%
4,794
+3
23
$1.65M 0.41%
9,607
-256
24
$1.03M 0.26%
4,886
+12
25
$822K 0.21%
4,641
+16
1
2 3 4 5