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
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$657K
3
+$238K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$204K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.1K

Top Sells

1
+$765K
2
+$308K
3
+$256K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K
5
EYPT icon
EyePoint Pharmaceuticals
EYPT
+$100K

Sector Composition

1 Technology 2.29%
2 Industrials 1.15%
3 Consumer Discretionary 0.83%
4 Consumer Staples 0.58%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103K 0.03%
291
52
$99K 0.03%
755
53
$96K 0.03%
596
54
$93K 0.03%
2,608
+12
55
$91K 0.03%
308
-13
56
$85K 0.03%
820
57
$79K 0.03%
1,427
+2
58
$75K 0.03%
1,665
59
$69K 0.02%
422
60
$66K 0.02%
1,486
61
$66K 0.02%
640
62
$64K 0.02%
1,440
63
$59K 0.02%
753
+2
64
$58K 0.02%
234
+156
65
$56K 0.02%
725
-116
66
$55K 0.02%
319
67
$54K 0.02%
200
68
$54K 0.02%
968
-66
69
$53K 0.02%
266
-7
70
$53K 0.02%
400
71
$53K 0.02%
376
+1
72
$49K 0.02%
324
-20
73
$47K 0.02%
831
74
$46K 0.02%
1,166
75
$46K 0.02%
285
1 2
3
4 5