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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$115K 0.04%
547
52
$105K 0.03%
273
-14
53
$85.1K 0.03%
1,749
54
$83.5K 0.03%
2,694
+14
55
$82.5K 0.03%
970
+6
56
$81.3K 0.03%
1,048
+1
57
$78.6K 0.02%
1,662
58
$76K 0.02%
3,823
59
$75.8K 0.02%
902
+81
60
$73.9K 0.02%
851
61
$69.9K 0.02%
1,502
+6
62
$69.1K 0.02%
382
+1
63
$68.6K 0.02%
773
64
$62.7K 0.02%
266
65
$60.3K 0.02%
1,440
66
$59.5K 0.02%
593
67
$52.3K 0.02%
390
68
$51.7K 0.02%
766
69
$51.4K 0.02%
378
70
$49.3K 0.02%
559
71
$49.3K 0.02%
200
72
$48.3K 0.02%
285
73
$47.9K 0.02%
474
74
$46.7K 0.01%
982
+4
75
$46K 0.01%
285
+2
1 2
3
4 5