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
$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
1
$82.1M 18.05%
204,567
-849
2
$76.6M 16.82%
413,551
+2,651
3
$36M 7.91%
284,013
+7,447
4
$32.7M 7.18%
252,667
+3,320
5
$25.1M 5.5%
217,411
+660
6
$22M 4.84%
738,260
-2,303
7
$21.4M 4.7%
41,796
-75
8
$17.3M 3.8%
146,575
-79
9
$12.8M 2.82%
564,879
-28,095
10
$12.1M 2.65%
47,541
-2,167
11
$11M 2.42%
164,576
-4,424
12
$10M 2.2%
327,622
-639
13
$9.61M 2.11%
197,464
-16,549
14
$8.15M 1.79%
120,021
+11,960
15
$7.66M 1.68%
249,121
-51
16
$7.6M 1.67%
153,379
+82
17
$7.2M 1.58%
74,305
-16
18
$5.14M 1.13%
98,879
+91,792
19
$4.7M 1.03%
106,821
+106,732
20
$4.49M 0.99%
94,635
-510
21
$3.88M 0.85%
13,240
+12
22
$2.83M 0.62%
35,977
-6
23
$2.67M 0.59%
+51,182
24
$2.51M 0.55%
8,666
25
$2.25M 0.49%
8,992
-280
1
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