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
101
$23K 0.01%
37
+12
102
$22K 0.01%
565
+6
103
$21K 0.01%
353
+47
104
$21K 0.01%
162
105
$21K 0.01%
68
106
$20K 0.01%
571
107
$20K 0.01%
185
108
$19K 0.01%
100
109
$19K 0.01%
61
110
$18K 0.01%
166
111
$18K 0.01%
500
-100
112
$18K 0.01%
737
113
$18K 0.01%
224
114
$18K 0.01%
78
115
$17K 0.01%
560
+1
116
$17K 0.01%
+1,000
117
$16K 0.01%
1,000
118
$16K 0.01%
+565
119
$16K 0.01%
629
120
$16K 0.01%
+2,413
121
$16K 0.01%
2,854
122
$16K 0.01%
683
+218
123
$16K 0.01%
445
+2
124
$16K 0.01%
186
+2
125
$16K 0.01%
69
3 4
5
6 7