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
151
$11K ﹤0.01%
307
152
$11K ﹤0.01%
92
153
$11K ﹤0.01%
329
+1
154
$11K ﹤0.01%
20
155
$10K ﹤0.01%
104
156
$10K ﹤0.01%
159
157
$10K ﹤0.01%
65
-10
158
$10K ﹤0.01%
170
159
$10K ﹤0.01%
65
160
$10K ﹤0.01%
1,696
161
$10K ﹤0.01%
5,651
162
$10K ﹤0.01%
608
-360
163
$10K ﹤0.01%
573
164
$9K ﹤0.01%
56
165
$9K ﹤0.01%
527
166
$9K ﹤0.01%
80
+20
167
$9K ﹤0.01%
600
168
$8K ﹤0.01%
32
169
$8K ﹤0.01%
475
170
$8K ﹤0.01%
853
171
$8K ﹤0.01%
143
172
$8K ﹤0.01%
51
173
$8K ﹤0.01%
+101
174
$8K ﹤0.01%
768
175
$8K ﹤0.01%
68
5 6
7
8 9