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
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$657K
3
+$238K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$204K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.1K

Top Sells

1
+$765K
2
+$308K
3
+$256K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K
5
EYPT icon
EyePoint Pharmaceuticals
EYPT
+$100K

Sector Composition

1 Technology 2.29%
2 Industrials 1.15%
3 Consumer Discretionary 0.83%
4 Consumer Staples 0.58%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$447K 0.15%
8,270
+3
27
$426K 0.14%
1,659
+145
28
$389K 0.13%
1,736
29
$384K 0.13%
1,717
-192
30
$377K 0.13%
1,474
31
$287K 0.1%
940
32
$287K 0.1%
10,650
+774
33
$282K 0.1%
2,580
+3
34
$221K 0.07%
8,320
+629
35
$220K 0.07%
574
+1
36
$216K 0.07%
2,925
37
$214K 0.07%
970
38
$210K 0.07%
2,400
39
$198K 0.07%
10,542
-1,298
40
$184K 0.06%
2,490
-276
41
$181K 0.06%
9,510
42
$180K 0.06%
1,645
+227
43
$178K 0.06%
699
+200
44
$178K 0.06%
2,866
+30
45
$170K 0.06%
428
+2
46
$155K 0.05%
842
47
$130K 0.04%
840
-60
48
$115K 0.04%
1,281
49
$113K 0.04%
1,077
-900
50
$104K 0.04%
1,810
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