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
$446M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$416K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$278K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$272K

Top Sells

1
+$345K
2
+$202K
3
+$140K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$98.5K
5
STNC icon
Hennessy Sustainable ETF
STNC
+$95.4K

Sector Composition

1 Technology 2.27%
2 Industrials 0.67%
3 Consumer Discretionary 0.57%
4 Consumer Staples 0.41%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.3K 0.01%
509
102
$43.1K 0.01%
727
103
$41.7K 0.01%
249
-1
104
$41.5K 0.01%
244
105
$40.6K 0.01%
128
106
$40.3K 0.01%
81
-2
107
$38.9K 0.01%
201
+1
108
$38K 0.01%
229
+1
109
$37.3K 0.01%
249
110
$35.5K 0.01%
150
-50
111
$35.3K 0.01%
231
112
$34.5K 0.01%
854
+9
113
$34.2K 0.01%
65
-3
114
$34K 0.01%
805
+33
115
$33.8K 0.01%
68
116
$33.8K 0.01%
400
+50
117
$33.4K 0.01%
500
118
$33.4K 0.01%
1,250
119
$33.3K 0.01%
151
-11
120
$32.2K 0.01%
768
121
$31.6K 0.01%
145
122
$31.1K 0.01%
397
+1
123
$30.7K 0.01%
116
124
$30.7K 0.01%
171
-41
125
$30.5K 0.01%
177
3 4
5
6 7