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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$614K 0.19%
1,988
27
$500K 0.16%
3,731
+2
28
$483K 0.15%
9,330
+97
29
$456K 0.14%
5,533
+45
30
$438K 0.14%
1,661
-50
31
$407K 0.13%
3,480
+12
32
$332K 0.1%
2,694
33
$293K 0.09%
1,376
+3
34
$263K 0.08%
2,652
+11
35
$237K 0.07%
2,433
+2,192
36
$235K 0.07%
745
-26
37
$230K 0.07%
2,082
38
$225K 0.07%
579
+1
39
$214K 0.07%
3,001
+13
40
$201K 0.06%
969
41
$197K 0.06%
9,510
42
$196K 0.06%
2,852
43
$193K 0.06%
2,400
44
$192K 0.06%
8,396
+62
45
$170K 0.05%
1,122
-34
46
$168K 0.05%
937
+1
47
$167K 0.05%
1,840
+12
48
$133K 0.04%
291
49
$130K 0.04%
684
50
$127K 0.04%
4,811
-516
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