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
251
$2K ﹤0.01%
34
252
$2K ﹤0.01%
102
253
$2K ﹤0.01%
404
254
$2K ﹤0.01%
68
255
$2K ﹤0.01%
37
256
$1K ﹤0.01%
18
257
$1K ﹤0.01%
749
258
$1K ﹤0.01%
82
259
$1K ﹤0.01%
7
+3
260
$1K ﹤0.01%
12
+3
261
$1K ﹤0.01%
20
262
$1K ﹤0.01%
24
263
$1K ﹤0.01%
100
-900
264
$1K ﹤0.01%
9
265
$1K ﹤0.01%
40
-10
266
$1K ﹤0.01%
8
267
– –
0
268
– –
-34
269
– –
-1,500
270
$0 ﹤0.01%
120
-600
271
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-1
272
$0 ﹤0.01%
+4
273
– –
-170
274
$0 ﹤0.01%
1
-17
275
$0 ﹤0.01%
2
9 10
11
12 13