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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.42%
63,320
+1
27
$1.71M 0.38%
4,563
-76
28
$1.68M 0.38%
16,686
+334
29
$1.31M 0.29%
3,543
-378
30
$1.01M 0.23%
1,903
-38
31
$968K 0.22%
5,606
-226
32
$896K 0.2%
3,696
+14
33
$867K 0.19%
4,344
-494
34
$791K 0.18%
10,768
35
$770K 0.17%
15,516
36
$683K 0.15%
2,635
-33
37
$512K 0.11%
8,067
+42
38
$482K 0.11%
4,618
39
$464K 0.1%
1,487
-239
40
$453K 0.1%
15,204
-3,200
41
$413K 0.09%
8,285
42
$370K 0.08%
3,410
+17
43
$356K 0.08%
580
-1
44
$341K 0.08%
361
-3
45
$320K 0.07%
1,859
46
$320K 0.07%
14,559
47
$312K 0.07%
3,182
+110
48
$310K 0.07%
1,818
49
$305K 0.07%
3,314
+26
50
$276K 0.06%
1,903
+31
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