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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$902 ﹤0.01%
+100
302
$882 ﹤0.01%
212
303
$811 ﹤0.01%
5
304
$811 ﹤0.01%
135
305
$792 ﹤0.01%
11
306
$790 ﹤0.01%
5
307
$763 ﹤0.01%
2
308
$742 ﹤0.01%
10
309
$691 ﹤0.01%
3
310
$659 ﹤0.01%
11
311
$655 ﹤0.01%
17
312
$586 ﹤0.01%
25
-30
313
$558 ﹤0.01%
165
314
$550 ﹤0.01%
33
315
$531 ﹤0.01%
158
316
$513 ﹤0.01%
82
317
$388 ﹤0.01%
31
318
$363 ﹤0.01%
156
319
$348 ﹤0.01%
92
320
$317 ﹤0.01%
9
+2
321
$275 ﹤0.01%
1
322
$274 ﹤0.01%
4
323
$246 ﹤0.01%
33
-75
324
$208 ﹤0.01%
10
325
$188 ﹤0.01%
150
11 12
13
14 15