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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$223K
3
+$185K
4
ACI icon
Albertsons Companies
ACI
+$132K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$79.5K

Top Sells

1
+$738K
2
+$293K
3
+$247K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$240K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$93.7K

Sector Composition

1 Technology 2.28%
2 Industrials 1.1%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.02%
76
77
$36K 0.01%
400
78
$36K 0.01%
159
79
$36K 0.01%
747
+4
80
$35K 0.01%
1,166
-3,122
81
$35K 0.01%
770
82
$33K 0.01%
344
+9
83
$33K 0.01%
500
84
$32K 0.01%
192
85
$32K 0.01%
158
86
$31K 0.01%
+1,116
87
$30K 0.01%
216
88
$29K 0.01%
288
-7
89
$29K 0.01%
831
90
$27K 0.01%
452
91
$26K 0.01%
767
92
$26K 0.01%
377
93
$26K 0.01%
471
+2
94
$24K 0.01%
228
95
$24K 0.01%
209
96
$24K 0.01%
400
97
$24K 0.01%
54
98
$23K 0.01%
785
-224
99
$23K 0.01%
295
+2
100
$23K 0.01%
700
2 3
4
5 6