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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.19%
1,899
27
$722K 0.18%
3,665
-8
28
$686K 0.17%
4,634
-7
29
$543K 0.13%
2,746
+9
30
$541K 0.13%
18,404
31
$517K 0.13%
4,182
-148
32
$497K 0.12%
8,247
+474
33
$435K 0.11%
1,845
34
$427K 0.11%
1,676
-6
35
$384K 0.09%
585
+1
36
$376K 0.09%
4,993
+198
37
$351K 0.09%
4,187
38
$327K 0.08%
1,692
39
$299K 0.07%
549
+1
40
$288K 0.07%
14,559
41
$282K 0.07%
1,549
+253
42
$277K 0.07%
326
43
$256K 0.06%
743
-7
44
$247K 0.06%
3,185
+29
45
$228K 0.06%
2,200
-200
46
$228K 0.06%
2,926
+16
47
$222K 0.05%
979
48
$191K 0.05%
1,160
49
$173K 0.04%
2,852
50
$157K 0.04%
1,361
+132
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