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
$233M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$45.7M
3
+$23.7M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$22.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.2%
2 Industrials 1.2%
3 Consumer Discretionary 0.55%
4 Consumer Staples 0.52%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
+267
127
$12K ﹤0.01%
+1,032
128
$12K ﹤0.01%
+128
129
$12K ﹤0.01%
+527
130
$12K ﹤0.01%
+104
131
$11K ﹤0.01%
+573
132
$11K ﹤0.01%
+75
133
$11K ﹤0.01%
+535
134
$10K ﹤0.01%
+146
135
$10K ﹤0.01%
+78
136
$10K ﹤0.01%
+780
137
$10K ﹤0.01%
+234
138
$9K ﹤0.01%
+27
139
$9K ﹤0.01%
+450
140
$9K ﹤0.01%
+853
141
$9K ﹤0.01%
+475
142
$9K ﹤0.01%
+299
143
$9K ﹤0.01%
+351
144
$8K ﹤0.01%
+39
145
$8K ﹤0.01%
+193
146
$8K ﹤0.01%
+146
147
$8K ﹤0.01%
+70
148
$8K ﹤0.01%
+50
149
$7K ﹤0.01%
+222
150
$7K ﹤0.01%
+248
4 5
6
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