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
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$657K
3
+$238K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$204K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.1K

Top Sells

1
+$765K
2
+$308K
3
+$256K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K
5
EYPT icon
EyePoint Pharmaceuticals
EYPT
+$100K

Sector Composition

1 Technology 2.29%
2 Industrials 1.15%
3 Consumer Discretionary 0.83%
4 Consumer Staples 0.58%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
89
227
$4K ﹤0.01%
126
228
$4K ﹤0.01%
67
229
$4K ﹤0.01%
74
230
$4K ﹤0.01%
+450
231
$4K ﹤0.01%
69
232
$4K ﹤0.01%
4
233
$4K ﹤0.01%
200
234
$4K ﹤0.01%
+38
235
$4K ﹤0.01%
6
236
$4K ﹤0.01%
511
+8
237
$4K ﹤0.01%
38
238
$3K ﹤0.01%
107
-1,000
239
$3K ﹤0.01%
121
240
$3K ﹤0.01%
42
241
$3K ﹤0.01%
99
242
$2K ﹤0.01%
62
243
$2K ﹤0.01%
370
244
$2K ﹤0.01%
5
245
$2K ﹤0.01%
43
246
$2K ﹤0.01%
28
247
$2K ﹤0.01%
22
248
$2K ﹤0.01%
132
249
$2K ﹤0.01%
12
250
$2K ﹤0.01%
88
8 9
10
11 12