CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$397K
2
+$380K
3
+$310K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$288K
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$259K

Top Sells

1
+$942K
2
+$268K
3
+$101K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$82.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.06%
3,200
+18
52
$223K 0.05%
607
53
$221K 0.05%
961
54
$219K 0.05%
+965
55
$211K 0.04%
2,200
56
$209K 0.04%
954
+100
57
$208K 0.04%
2,852
58
$193K 0.04%
1,212
+8
59
$185K 0.04%
2,955
60
$181K 0.04%
246
61
$166K 0.03%
267
+1
62
$159K 0.03%
1,625
63
$144K 0.03%
2,347
64
$137K 0.03%
1,271
-95
65
$133K 0.03%
1,931
-303
66
$128K 0.03%
2,251
67
$128K 0.03%
1,320
68
$125K 0.03%
368
69
$124K 0.03%
1,396
+4
70
$120K 0.03%
854
+5
71
$98K 0.02%
332
-100
72
$93.7K 0.02%
1,723
73
$90.3K 0.02%
1,523
+2
74
$90K 0.02%
393
+1
75
$86.9K 0.02%
285
1 2
3
4 5