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

Top Buys

1
+$718K
2
+$627K
3
+$225K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$196K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$88.7K

Top Sells

1
+$767K
2
+$287K
3
+$262K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$213K
5
EYPT icon
EyePoint Inc
EYPT
+$113K

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%
68
252
$2K ﹤0.01%
37
253
$2K ﹤0.01%
22
254
$2K ﹤0.01%
132
255
$2K ﹤0.01%
12
256
$1K ﹤0.01%
12
+3
257
$1K ﹤0.01%
20
258
$1K ﹤0.01%
24
259
$1K ﹤0.01%
749
260
$1K ﹤0.01%
18
261
$1K ﹤0.01%
100
-900
262
$1K ﹤0.01%
9
263
$1K ﹤0.01%
40
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264
$1K ﹤0.01%
8
265
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82
266
$1K ﹤0.01%
7
+3
267
– –
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268
$0 ﹤0.01%
2
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270
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10
271
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272
$0 ﹤0.01%
2
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273
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274
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0
275
– –
-1,000
9 10
11
12 13