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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.06%
464
+32
52
$242K 0.05%
2,200
53
$227K 0.05%
961
-5
54
$223K 0.05%
2,852
55
$223K 0.05%
607
-69
56
$205K 0.05%
1,204
+7
57
$176K 0.04%
2,955
-791
58
$162K 0.04%
854
-10
59
$162K 0.04%
1,366
+7
60
$149K 0.03%
266
-152
61
$143K 0.03%
1,625
-16
62
$142K 0.03%
246
+10
63
$139K 0.03%
2,234
+6
64
$129K 0.03%
+2,251
65
$126K 0.03%
1,392
-9
66
$113K 0.03%
368
-4
67
$110K 0.02%
2,347
68
$107K 0.02%
432
+3
69
$107K 0.02%
1,320
-339
70
$99.1K 0.02%
849
-8
71
$90.7K 0.02%
392
+2
72
$89.2K 0.02%
+1,723
73
$86K 0.02%
556
+203
74
$83.4K 0.02%
1,521
+2
75
$83.4K 0.02%
2,847
+18
1 2
3
4 5