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

Top Buys

1
+$2.75M
2
+$1.72M
3
+$219K
4
AMAT icon
Applied Materials
AMAT
+$210K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$40.5K

Top Sells

1
+$2.07M
2
+$520K
3
+$518K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$275K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$241K

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
301
$58 ﹤0.01%
9
302
$44 ﹤0.01%
+1
303
$38 ﹤0.01%
1
304
$38 ﹤0.01%
120
305
$12 ﹤0.01%
1
306
$10 ﹤0.01%
2
307
– –
0
308
– –
0
309
– –
0
310
– –
0
311
– –
-240
312
– –
-62
313
– –
-737
314
– –
0
315
– –
-128
316
– –
-995
317
– –
-55
318
– –
-135
319
– –
-136
320
– –
0
321
– –
0
322
– –
-13
323
– –
-50
324
– –
-48
325
– –
0
10 11 12
13
14