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
76
$82.1K 0.02%
285
77
$81.5K 0.02%
1,990
+42
78
$78.3K 0.02%
371
+294
79
$73.5K 0.02%
960
+3
80
$71K 0.02%
2,510
+4
81
$65.4K 0.01%
+2,881
82
$62.6K 0.01%
313
83
$59.3K 0.01%
404
84
$58.5K 0.01%
167
+37
85
$57.5K 0.01%
1,347
+15
86
$56.4K 0.01%
477
87
$55.8K 0.01%
556
88
$55.7K 0.01%
673
89
$55.2K 0.01%
378
-46
90
$53.4K 0.01%
218
+1
91
$52.5K 0.01%
568
+7
92
$51.7K 0.01%
331
-23
93
$50.9K 0.01%
243
+2
94
$50.4K 0.01%
326
+2
95
$47.6K 0.01%
50
96
$47K 0.01%
377
+1
97
$46.4K 0.01%
350
98
$45.7K 0.01%
741
99
$44.5K 0.01%
228
100
$43.9K 0.01%
967
2 3
4
5 6