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
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
228
102
$20K 0.01%
54
+27
103
$19K 0.01%
559
+314
104
$19K 0.01%
285
-79
105
$18K 0.01%
571
106
$18K 0.01%
61
+31
107
$18K 0.01%
443
+2
108
$18K 0.01%
184
+2
109
$18K 0.01%
306
110
$18K 0.01%
737
111
$18K 0.01%
1,000
112
$18K 0.01%
224
+2
113
$17K 0.01%
272
114
$17K 0.01%
100
115
$16K 0.01%
195
-50
116
$16K 0.01%
629
117
$16K 0.01%
968
-56
118
$16K 0.01%
274
119
$16K 0.01%
161
120
$15K 0.01%
166
+1
121
$15K 0.01%
69
+35
122
$15K 0.01%
2,854
123
$15K 0.01%
78
+39
124
$13K 0.01%
2,740
125
$13K 0.01%
304
-28
3 4
5
6 7