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
176
$10K ﹤0.01%
527
177
$10K ﹤0.01%
156
178
$9K ﹤0.01%
+282
179
$9K ﹤0.01%
27
180
$9K ﹤0.01%
1,000
181
$9K ﹤0.01%
190
182
$9K ﹤0.01%
32
183
$9K ﹤0.01%
71
184
$9K ﹤0.01%
143
185
$9K ﹤0.01%
+96
186
$9K ﹤0.01%
1,000
187
$9K ﹤0.01%
51
188
$9K ﹤0.01%
1,689
189
$9K ﹤0.01%
57
190
$8K ﹤0.01%
+1,000
191
$8K ﹤0.01%
71
192
$8K ﹤0.01%
68
193
$8K ﹤0.01%
212
194
$7K ﹤0.01%
100
195
$7K ﹤0.01%
309
-51
196
$7K ﹤0.01%
+59
197
$7K ﹤0.01%
65
-100
198
$7K ﹤0.01%
+90
199
$7K ﹤0.01%
53
200
$7K ﹤0.01%
+259
6 7
8
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