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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$142K 0.04%
1,562
+20
52
$136K 0.03%
1,666
-83
53
$135K 0.03%
267
+49
54
$123K 0.03%
764
55
$121K 0.03%
1,791
56
$111K 0.03%
372
-103
57
$86.9K 0.02%
1,518
+1
58
$85.5K 0.02%
879
+5
59
$79.4K 0.02%
2,796
+18
60
$78.1K 0.02%
426
61
$73.9K 0.02%
1,859
+42
62
$73.1K 0.02%
422
+301
63
$71.2K 0.02%
391
64
$70K 0.02%
2,981
65
$69.9K 0.02%
447
-18
66
$61.3K 0.02%
285
67
$55.1K 0.01%
378
68
$55.1K 0.01%
477
69
$55K 0.01%
673
70
$54.8K 0.01%
732
71
$54.1K 0.01%
268
-45
72
$50K 0.01%
200
73
$49.2K 0.01%
89
74
$46.5K 0.01%
1,362
+383
75
$45.2K 0.01%
1,091
1 2
3
4 5