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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$223K
3
+$185K
4
ACI icon
Albertsons Companies
ACI
+$132K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$79.5K

Top Sells

1
+$738K
2
+$293K
3
+$247K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$240K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$93.7K

Sector Composition

1 Technology 2.28%
2 Industrials 1.1%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$380K 0.15%
7,285
+657
27
$362K 0.15%
2,529
+189
28
$360K 0.15%
8,263
29
$336K 0.14%
1,477
+65
30
$325K 0.13%
1,524
-7
31
$259K 0.1%
934
32
$254K 0.1%
9,046
+426
33
$225K 0.09%
2,400
34
$220K 0.09%
2,558
35
$191K 0.08%
2,647
36
$191K 0.08%
970
37
$187K 0.08%
572
+1
38
$187K 0.08%
11,930
-1,390
39
$171K 0.07%
2,977
-152
40
$165K 0.07%
3,095
41
$152K 0.06%
2,806
+33
42
$142K 0.06%
900
-40
43
$142K 0.06%
424
+9
44
$132K 0.05%
+9,510
45
$115K 0.05%
2,145
46
$104K 0.04%
842
47
$103K 0.04%
291
48
$86K 0.03%
330
+2
49
$82K 0.03%
499
50
$80K 0.03%
596
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