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
76
$44.9K 0.01%
202
77
$42.9K 0.01%
200
78
$42.3K 0.01%
83
79
$42.1K 0.01%
727
-104
80
$41.7K 0.01%
1,154
+5
81
$41.3K 0.01%
404
-79
82
$41.3K 0.01%
509
-152
83
$41.2K 0.01%
157
84
$41.1K 0.01%
249
85
$40.7K 0.01%
237
-9
86
$40K 0.01%
228
87
$38.8K 0.01%
1,700
+16
88
$38.6K 0.01%
2,010
+19
89
$38K 0.01%
320
+2
90
$37.3K 0.01%
242
91
$36.7K 0.01%
110
92
$36.6K 0.01%
365
93
$36.2K 0.01%
155
94
$36.1K 0.01%
198
95
$36.1K 0.01%
+826
96
$34.7K 0.01%
128
97
$34.5K 0.01%
109
98
$34.4K 0.01%
62
99
$34.2K 0.01%
202
100
$33.3K 0.01%
+259
2 3
4
5 6