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
276
$0 ﹤0.01%
4
277
– –
0
278
– –
-43
279
– –
-115
280
– –
-89
281
– –
0
282
– –
0
283
– –
-49
284
$0 ﹤0.01%
9
285
– –
-101
286
– –
-8
287
– –
0
288
$0 ﹤0.01%
9
289
– –
-170
290
– –
0
291
$0 ﹤0.01%
+2
292
– –
0
293
– –
-34
294
– –
-1,500
295
– –
0
296
$0 ﹤0.01%
92
297
– –
0
298
$0 ﹤0.01%
+1
299
$0 ﹤0.01%
48
300
– –
0
9 10 11
12
13