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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$223K
3
+$185K
4
ACI icon
Albertsons Companies
ACI
+$132K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$79.5K

Top Sells

1
+$738K
2
+$293K
3
+$247K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$240K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$93.7K

Sector Composition

1 Technology 2.28%
2 Industrials 1.1%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79K 0.03%
755
52
$78K 0.03%
1,665
53
$74K 0.03%
888
+50
54
$74K 0.03%
2,584
55
$73K 0.03%
647
+4
56
$65K 0.03%
1,281
57
$63K 0.03%
422
+36
58
$60K 0.02%
820
-40
59
$53K 0.02%
319
60
$53K 0.02%
325
61
$53K 0.02%
498
+337
62
$52K 0.02%
273
+1
63
$52K 0.02%
374
64
$51K 0.02%
1,486
65
$51K 0.02%
1,423
+106
66
$51K 0.02%
+8
67
$50K 0.02%
285
68
$48K 0.02%
1,440
69
$48K 0.02%
841
+1
70
$47K 0.02%
640
-20
71
$44K 0.02%
1,284
-17
72
$43K 0.02%
200
73
$43K 0.02%
728
74
$39K 0.02%
196
-30
75
$38K 0.02%
242
1 2
3
4 5