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
$319M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.78M
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$213K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$41.2K

Top Sells

1
+$2.08M
2
+$527K
3
+$505K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$271K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$239K

Sector Composition

1 Technology 2.07%
2 Industrials 0.84%
3 Consumer Discretionary 0.59%
4 Consumer Staples 0.5%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.6K 0.01%
500
102
$21.6K 0.01%
700
103
$21.4K 0.01%
128
104
$20.9K 0.01%
62
105
$20.2K 0.01%
133
106
$19.8K 0.01%
400
107
$19.8K 0.01%
162
108
$19.5K 0.01%
91
109
$19.1K 0.01%
676
110
$18.9K 0.01%
157
-271
111
$18.9K 0.01%
172
+1
112
$18.5K 0.01%
78
113
$18.4K 0.01%
69
114
$18.2K 0.01%
346
115
$17.5K 0.01%
188
116
$17.4K 0.01%
1,500
117
$17.1K 0.01%
204
118
$16.6K 0.01%
340
119
$16.4K 0.01%
76
+1
120
$16K 0.01%
274
121
$16K 0.01%
535
122
$15.6K ﹤0.01%
47
-23
123
$15.2K ﹤0.01%
1,454
124
$15K ﹤0.01%
106
+1
125
$14.9K ﹤0.01%
91
3 4
5
6 7