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
176
$7K ﹤0.01%
217
-142
177
$7K ﹤0.01%
+4
178
$6K ﹤0.01%
190
179
$6K ﹤0.01%
260
180
$6K ﹤0.01%
500
181
$6K ﹤0.01%
+89
182
$6K ﹤0.01%
360
183
$6K ﹤0.01%
53
184
$6K ﹤0.01%
147
185
$6K ﹤0.01%
1,689
186
$5K ﹤0.01%
535
187
$5K ﹤0.01%
200
188
$5K ﹤0.01%
94
189
$5K ﹤0.01%
+71
190
$5K ﹤0.01%
68
+1
191
$5K ﹤0.01%
238
192
$5K ﹤0.01%
34
193
$5K ﹤0.01%
47
194
$5K ﹤0.01%
57
195
$5K ﹤0.01%
146
196
$4K ﹤0.01%
51
-144
197
$4K ﹤0.01%
1,000
198
$4K ﹤0.01%
78
199
$4K ﹤0.01%
82
200
$4K ﹤0.01%
89
6 7
8
9 10