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
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$657K
3
+$238K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$204K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.1K

Top Sells

1
+$765K
2
+$308K
3
+$256K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K
5
EYPT icon
EyePoint Pharmaceuticals
EYPT
+$100K

Sector Composition

1 Technology 2.29%
2 Industrials 1.15%
3 Consumer Discretionary 0.83%
4 Consumer Staples 0.58%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.01%
400
77
$44K 0.01%
378
78
$42K 0.01%
192
79
$42K 0.01%
196
80
$42K 0.01%
770
81
$42K 0.01%
728
82
$41K 0.01%
288
83
$41K 0.01%
789
+2
84
$40K 0.01%
314
85
$40K 0.01%
500
86
$39K 0.01%
302
+301
87
$39K 0.01%
242
88
$38K 0.01%
159
89
$37K 0.01%
767
90
$37K 0.01%
560
91
$36K 0.01%
856
+639
92
$35K 0.01%
500
93
$35K 0.01%
452
94
$35K 0.01%
2,640
95
$34K 0.01%
71
-5
96
$33K 0.01%
158
97
$31K 0.01%
842
98
$31K 0.01%
232
99
$31K 0.01%
700
100
$30K 0.01%
1,828
+132
2 3
4
5 6