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
151
$14K ﹤0.01%
70
-255
152
$14K ﹤0.01%
618
-36
153
$13K ﹤0.01%
52
154
$13K ﹤0.01%
96
+31
155
$13K ﹤0.01%
204
156
$13K ﹤0.01%
65
157
$13K ﹤0.01%
475
158
$13K ﹤0.01%
50
159
$12K ﹤0.01%
104
160
$12K ﹤0.01%
1,023
161
$12K ﹤0.01%
838
+586
162
$11K ﹤0.01%
535
163
$11K ﹤0.01%
50
164
$11K ﹤0.01%
220
165
$11K ﹤0.01%
688
-160
166
$10K ﹤0.01%
135
+1
167
$10K ﹤0.01%
853
168
$10K ﹤0.01%
573
169
$10K ﹤0.01%
56
170
$10K ﹤0.01%
159
171
$10K ﹤0.01%
768
172
$10K ﹤0.01%
315
173
$10K ﹤0.01%
1,000
-10,000
174
$10K ﹤0.01%
260
175
$10K ﹤0.01%
+230
5 6
7
8 9