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
$247M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$223K
3
+$185K
4
ACI icon
Albertsons Companies
ACI
+$132K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$79.5K

Top Sells

1
+$738K
2
+$293K
3
+$247K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$240K
5
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$93.7K

Sector Composition

1 Technology 2.28%
2 Industrials 1.1%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16K 0.01%
221
-51
127
$15K 0.01%
274
128
$15K 0.01%
52
-4
129
$15K 0.01%
304
130
$14K 0.01%
1,107
+1,000
131
$14K 0.01%
93
132
$14K 0.01%
135
133
$14K 0.01%
165
-120
134
$14K 0.01%
2,740
135
$14K 0.01%
1,062
+6
136
$13K 0.01%
52
137
$13K 0.01%
50
138
$13K 0.01%
204
139
$13K 0.01%
34
140
$12K ﹤0.01%
128
141
$12K ﹤0.01%
57
142
$12K ﹤0.01%
49
143
$12K ﹤0.01%
131
+1
144
$12K ﹤0.01%
75
145
$12K ﹤0.01%
848
146
$12K ﹤0.01%
86
+8
147
$11K ﹤0.01%
220
148
$11K ﹤0.01%
385
149
$11K ﹤0.01%
1,023
150
$11K ﹤0.01%
204
4 5
6
7 8