CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.43%
63,320
27
$1.74M 0.36%
8,480
-277
28
$1.69M 0.35%
16,859
+173
29
$1.52M 0.32%
3,473
-70
30
$991K 0.21%
5,606
31
$901K 0.19%
3,709
+13
32
$901K 0.19%
4,174
-170
33
$900K 0.19%
1,853
-50
34
$872K 0.18%
2,746
+111
35
$793K 0.16%
10,768
36
$761K 0.16%
15,516
37
$565K 0.12%
7,960
-107
38
$540K 0.11%
3,421
+11
39
$469K 0.1%
15,204
40
$464K 0.1%
4,703
+85
41
$458K 0.1%
581
+1
42
$434K 0.09%
1,487
43
$376K 0.08%
1,793
-25
44
$358K 0.07%
1,859
45
$357K 0.07%
361
46
$345K 0.07%
1,885
-18
47
$333K 0.07%
539
+75
48
$314K 0.07%
6,253
-2,032
49
$313K 0.07%
14,559
50
$307K 0.06%
3,341
+27
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