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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.12%
+1,259
27
$261K 0.11%
+9,754
28
$258K 0.1%
+3,095
29
$211K 0.09%
+1,156
30
$197K 0.08%
+3,309
31
$194K 0.08%
+887
32
$184K 0.07%
+2,091
33
$173K 0.07%
+2,716
34
$169K 0.07%
+2,400
35
$168K 0.07%
+929
36
$165K 0.07%
+1,535
37
$161K 0.06%
+495
38
$151K 0.06%
+2,167
39
$143K 0.06%
+547
40
$136K 0.05%
+1,426
41
$117K 0.05%
+806
42
$115K 0.05%
+2,892
43
$113K 0.05%
+1,901
44
$105K 0.04%
+715
45
$103K 0.04%
+1,098
46
$90K 0.04%
+2,145
47
$90K 0.04%
+755
48
$83K 0.03%
+570
49
$80K 0.03%
+273
50
$76K 0.03%
+559
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