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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$971 ﹤0.01%
121
327
$918 ﹤0.01%
135
328
$834 ﹤0.01%
3
329
$760 ﹤0.01%
100
330
$733 ﹤0.01%
25
331
$727 ﹤0.01%
212
332
$710 ﹤0.01%
5
333
$671 ﹤0.01%
100
334
$662 ﹤0.01%
79
+2
335
$643 ﹤0.01%
74
336
$641 ﹤0.01%
42
337
$639 ﹤0.01%
+110
338
$504 ﹤0.01%
44
339
$477 ﹤0.01%
92
340
$426 ﹤0.01%
82
341
$359 ﹤0.01%
13
342
$338 ﹤0.01%
1
343
$294 ﹤0.01%
150
344
$260 ﹤0.01%
12
345
$232 ﹤0.01%
156
346
$206 ﹤0.01%
10
347
$134 ﹤0.01%
+5
348
$97 ﹤0.01%
100
349
$92 ﹤0.01%
4
350
$73 ﹤0.01%
+5
11 12 13
14
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