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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33.2K 0.01%
227
+1
102
$32.9K 0.01%
829
103
$30.4K 0.01%
230
104
$30.3K 0.01%
219
105
$29.7K 0.01%
535
106
$29.7K 0.01%
500
107
$29.1K 0.01%
394
108
$28.6K 0.01%
288
-141
109
$28.6K 0.01%
111
110
$28.3K 0.01%
476
-149
111
$27.2K 0.01%
30
-3
112
$27.1K 0.01%
1,300
113
$26.9K 0.01%
72
+10
114
$26.6K 0.01%
768
115
$26.5K 0.01%
+1,250
116
$26.4K 0.01%
32
117
$26.4K 0.01%
68
118
$26K 0.01%
346
119
$25.4K 0.01%
255
120
$25.2K 0.01%
1,121
+594
121
$25.2K 0.01%
450
122
$25.2K 0.01%
475
123
$24.8K 0.01%
156
-39
124
$24.7K 0.01%
1,110
125
$23.9K 0.01%
853
+11
3 4
5
6 7