CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$627K
3
+$225K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$196K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$88.7K

Top Sells

1
+$767K
2
+$287K
3
+$262K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$213K
5
EYPT icon
EyePoint Inc
EYPT
+$113K

Sector Composition

1 Technology 2.29%
2 Industrials 1.15%
3 Consumer Discretionary 0.83%
4 Consumer Staples 0.58%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
191
+3
127
$20K 0.01%
167
128
$19K 0.01%
69
129
$19K 0.01%
2,854
130
$19K 0.01%
271
+182
131
$18K 0.01%
2,413
132
$18K 0.01%
307
133
$17K 0.01%
75
134
$17K 0.01%
57
135
$17K 0.01%
132
+1
136
$17K 0.01%
304
137
$17K 0.01%
1,074
+6
138
$17K 0.01%
275
+1
139
$16K 0.01%
329
140
$16K 0.01%
565
141
$16K 0.01%
135
142
$16K 0.01%
2,740
143
$16K 0.01%
600
144
$16K 0.01%
86
145
$15K 0.01%
128
146
$15K 0.01%
37
147
$15K 0.01%
20
148
$14K ﹤0.01%
92
149
$14K ﹤0.01%
49
150
$14K ﹤0.01%
560
-48
4 5
6
7 8