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
$296M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$657K
3
+$238K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$204K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$93.1K

Top Sells

1
+$765K
2
+$308K
3
+$256K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$221K
5
EYPT icon
EyePoint Pharmaceuticals
EYPT
+$100K

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%
271
+182
130
$19K 0.01%
2,854
131
$18K 0.01%
2,413
132
$18K 0.01%
307
133
$17K 0.01%
57
134
$17K 0.01%
132
+1
135
$17K 0.01%
304
136
$17K 0.01%
75
137
$17K 0.01%
1,074
+6
138
$17K 0.01%
275
+1
139
$16K 0.01%
2,740
140
$16K 0.01%
600
141
$16K 0.01%
86
142
$16K 0.01%
329
143
$16K 0.01%
565
144
$16K 0.01%
135
145
$15K 0.01%
20
146
$15K 0.01%
128
147
$15K 0.01%
37
148
$14K ﹤0.01%
92
149
$14K ﹤0.01%
49
150
$14K ﹤0.01%
560
-48
4 5
6
7 8