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
101
$30K 0.01%
577
+6
102
$30K 0.01%
377
103
$29K 0.01%
298
+2
104
$28K 0.01%
206
-147
105
$28K 0.01%
221
106
$28K 0.01%
68
107
$28K 0.01%
185
108
$28K 0.01%
1,500
109
$28K 0.01%
8
110
$27K 0.01%
400
111
$27K 0.01%
683
112
$26K 0.01%
483
+9
113
$25K 0.01%
228
114
$25K 0.01%
448
+1
115
$25K 0.01%
54
116
$24K 0.01%
106
+54
117
$23K 0.01%
224
118
$23K 0.01%
100
119
$23K 0.01%
61
120
$22K 0.01%
93
121
$22K 0.01%
737
122
$22K 0.01%
162
123
$22K 0.01%
1,000
124
$22K 0.01%
385
125
$22K 0.01%
5,651
3 4
5
6 7