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
176
$4K ﹤0.01%
+29
177
$4K ﹤0.01%
+25
178
$4K ﹤0.01%
+9
179
$4K ﹤0.01%
+115
180
$4K ﹤0.01%
+31
181
$4K ﹤0.01%
+76
182
$4K ﹤0.01%
+95
183
$4K ﹤0.01%
+17
184
$4K ﹤0.01%
+72
185
$4K ﹤0.01%
+135
186
$4K ﹤0.01%
+44
187
$4K ﹤0.01%
+69
188
$4K ﹤0.01%
+34
189
$4K ﹤0.01%
+29
190
$4K ﹤0.01%
+82
191
$3K ﹤0.01%
+100
192
$3K ﹤0.01%
+135
193
$3K ﹤0.01%
+56
194
$3K ﹤0.01%
+102
195
$3K ﹤0.01%
+107
196
$3K ﹤0.01%
+6
197
$3K ﹤0.01%
+140
198
$3K ﹤0.01%
+94
199
$3K ﹤0.01%
+200
200
$3K ﹤0.01%
+500
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8
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