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
126
$29.9K 0.01%
198
+115
127
$29.8K 0.01%
90
-5
128
$29.2K 0.01%
267
+2
129
$29.2K 0.01%
111
130
$29.1K 0.01%
114
+66
131
$29.1K 0.01%
294
-105
132
$27.8K 0.01%
535
133
$27.5K 0.01%
161
-11
134
$26.7K 0.01%
201
+1
135
$26.6K 0.01%
99
-3
136
$26.3K 0.01%
446
-220
137
$26K 0.01%
2,073
+22
138
$25.1K 0.01%
371
139
$24.2K 0.01%
313
140
$24.1K 0.01%
118
+1
141
$23.7K 0.01%
330
142
$23.5K 0.01%
77
143
$22.9K 0.01%
1,253
+323
144
$22.9K 0.01%
77
+1
145
$22.8K 0.01%
899
+12
146
$22K ﹤0.01%
346
147
$21.9K ﹤0.01%
122
+23
148
$21.6K ﹤0.01%
62
-4
149
$21.6K ﹤0.01%
26
150
$21.5K ﹤0.01%
104
4 5
6
7 8