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 Inc
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%
+86
227
$4K ﹤0.01%
200
228
$4K ﹤0.01%
+38
229
$4K ﹤0.01%
6
230
$4K ﹤0.01%
511
+8
231
$4K ﹤0.01%
74
232
$4K ﹤0.01%
+450
233
$4K ﹤0.01%
138
234
$4K ﹤0.01%
4
235
$4K ﹤0.01%
38
236
$4K ﹤0.01%
126
237
$4K ﹤0.01%
67
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%
37
243
$2K ﹤0.01%
68
244
$2K ﹤0.01%
404
245
$2K ﹤0.01%
102
246
$2K ﹤0.01%
34
247
$2K ﹤0.01%
62
248
$2K ﹤0.01%
370
249
$2K ﹤0.01%
5
250
$2K ﹤0.01%
43
8 9
10
11 12