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
351
– –
-68
352
– –
-134
353
– –
-67
354
– –
-48
355
– –
-103
356
– –
-55
357
– –
-1,144
358
– –
-197
359
– –
-208
360
– –
0
361
– –
-170
362
– –
-25
363
– –
-31
364
– –
-77
365
– –
-162
366
– –
0
367
– –
-30
368
– –
-24
369
– –
-1,500
370
– –
-54
371
– –
-5
372
– –
-67
373
– –
-216
374
– –
-69
375
– –
0
12 13 14
15
16