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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.26K ﹤0.01%
102
+2
302
$1.25K ﹤0.01%
100
-408
303
$1.11K ﹤0.01%
5
304
$1.11K ﹤0.01%
105
305
$1.11K ﹤0.01%
25
306
$1.09K ﹤0.01%
100
307
$1.08K ﹤0.01%
981
308
$1.04K ﹤0.01%
165
309
$974 ﹤0.01%
749
310
$907 ﹤0.01%
5
311
$900 ﹤0.01%
15
312
$886 ﹤0.01%
24
313
$870 ﹤0.01%
2
314
$822 ﹤0.01%
100
315
$808 ﹤0.01%
212
316
$795 ﹤0.01%
121
317
$743 ﹤0.01%
3
318
$647 ﹤0.01%
+42
319
$645 ﹤0.01%
74
320
$645 ﹤0.01%
135
321
$631 ﹤0.01%
+77
322
$592 ﹤0.01%
25
323
$514 ﹤0.01%
5
324
$485 ﹤0.01%
100
325
$485 ﹤0.01%
92
11 12
13
14 15