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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76K 0.03%
+2,530
52
$74K 0.03%
+690
53
$72K 0.03%
+780
54
$71K 0.03%
+570
55
$67K 0.03%
+1,440
56
$65K 0.03%
+465
57
$63K 0.03%
+328
58
$57K 0.02%
+280
59
$57K 0.02%
+770
60
$48K 0.02%
+292
61
$47K 0.02%
+1,000
62
$47K 0.02%
+1,480
63
$45K 0.02%
+299
64
$45K 0.02%
+930
65
$45K 0.02%
+728
66
$44K 0.02%
+226
67
$43K 0.02%
+640
68
$42K 0.02%
+159
69
$42K 0.02%
+400
70
$41K 0.02%
+285
71
$41K 0.02%
+596
72
$41K 0.02%
+285
73
$41K 0.02%
+405
74
$39K 0.02%
+500
75
$39K 0.02%
+200
1 2
3
4 5