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
$405M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$784K
3
+$725K
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$372K

Top Sells

1
+$695K
2
+$79.5K
3
+$30.6K
4
CRH icon
CRH
CRH
+$25.4K
5
CHD icon
Church & Dwight Co
CHD
+$20.7K

Sector Composition

1 Technology 2.43%
2 Industrials 0.77%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.46%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.6K ﹤0.01%
104
152
$16.5K ﹤0.01%
77
153
$16.2K ﹤0.01%
52
154
$15.7K ﹤0.01%
250
155
$15.7K ﹤0.01%
338
+3
156
$15.6K ﹤0.01%
142
157
$15.5K ﹤0.01%
47
158
$15.5K ﹤0.01%
52
+1
159
$15.4K ﹤0.01%
322
160
$15.2K ﹤0.01%
800
161
$15K ﹤0.01%
75
162
$15K ﹤0.01%
19
-2
163
$14.8K ﹤0.01%
220
164
$14.7K ﹤0.01%
104
165
$14.4K ﹤0.01%
90
+70
166
$14.1K ﹤0.01%
2,740
167
$14.1K ﹤0.01%
235
-72
168
$14K ﹤0.01%
32
169
$14K ﹤0.01%
154
170
$13.8K ﹤0.01%
2,854
171
$13.7K ﹤0.01%
65
172
$13.7K ﹤0.01%
79
173
$13.6K ﹤0.01%
235
174
$13.4K ﹤0.01%
+723
175
$13K ﹤0.01%
114
5 6
7
8 9