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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$671 ﹤0.01%
60
-1,167
277
$662 ﹤0.01%
74
278
$632 ﹤0.01%
10
279
$624 ﹤0.01%
27
280
$591 ﹤0.01%
19
+1
281
$524 ﹤0.01%
135
282
$499 ﹤0.01%
5
283
$427 ﹤0.01%
92
284
$376 ﹤0.01%
1
285
$295 ﹤0.01%
10
286
$255 ﹤0.01%
+4
287
$222 ﹤0.01%
20
288
$198 ﹤0.01%
13
289
$188 ﹤0.01%
50
290
$170 ﹤0.01%
150
291
$150 ﹤0.01%
9
292
$130 ﹤0.01%
100
293
$130 ﹤0.01%
4
294
$88 ﹤0.01%
130
295
$74 ﹤0.01%
4
296
$72 ﹤0.01%
120
297
$67 ﹤0.01%
23
298
$66 ﹤0.01%
20
299
$64 ﹤0.01%
4
-5,630
300
$61 ﹤0.01%
143
10 11
12
13 14