CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$223K
3
+$185K
4
ACI icon
Albertsons Companies
ACI
+$139K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$79.5K

Top Sells

1
+$717K
2
+$286K
3
+$244K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$241K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$99.6K

Sector Composition

1 Technology 2.28%
2 Industrials 1.1%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
404
227
$2K ﹤0.01%
+720
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68
229
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18
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20
231
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24
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$1K ﹤0.01%
370
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47
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200
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$1K ﹤0.01%
82
236
$1K ﹤0.01%
5
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$1K ﹤0.01%
50
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24
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$1K ﹤0.01%
99
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$1K ﹤0.01%
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$1K ﹤0.01%
8
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37
247
$1K ﹤0.01%
9
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– –
-68
249
– –
0
250
$0 ﹤0.01%
48
8 9
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