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

Top Buys

1
+$901K
2
+$786K
3
+$724K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$491K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$373K

Top Sells

1
+$652K
2
+$79.2K
3
+$29.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$21.2K

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
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