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
151
$7K ﹤0.01%
+105
152
$7K ﹤0.01%
+1,266
153
$7K ﹤0.01%
+17
154
$7K ﹤0.01%
+150
155
$7K ﹤0.01%
+220
156
$7K ﹤0.01%
+236
157
$7K ﹤0.01%
+222
158
$6K ﹤0.01%
+60
159
$6K ﹤0.01%
+26
160
$6K ﹤0.01%
+27
161
$6K ﹤0.01%
+29
162
$6K ﹤0.01%
+450
163
$6K ﹤0.01%
+99
164
$6K ﹤0.01%
+104
165
$6K ﹤0.01%
+22
166
$6K ﹤0.01%
+51
167
$6K ﹤0.01%
+172
168
$5K ﹤0.01%
+45
169
$5K ﹤0.01%
+137
170
$5K ﹤0.01%
+90
171
$5K ﹤0.01%
+68
172
$5K ﹤0.01%
+42
173
$5K ﹤0.01%
+57
174
$5K ﹤0.01%
+53
175
$4K ﹤0.01%
+200
5 6
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