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
176
$12.6K ﹤0.01%
+238
177
$12.6K ﹤0.01%
500
178
$12.6K ﹤0.01%
93
179
$12K ﹤0.01%
53
180
$11.9K ﹤0.01%
49
181
$11.6K ﹤0.01%
26
182
$11.4K ﹤0.01%
83
183
$11.3K ﹤0.01%
120
184
$11K ﹤0.01%
7
185
$11K ﹤0.01%
226
186
$10.8K ﹤0.01%
146
187
$10.8K ﹤0.01%
768
188
$10.2K ﹤0.01%
214
+201
189
$9.91K ﹤0.01%
1,023
190
$9.86K ﹤0.01%
83
191
$9.52K ﹤0.01%
498
+5
192
$9.18K ﹤0.01%
36
193
$9.15K ﹤0.01%
564
+11
194
$9.11K ﹤0.01%
384
195
$8.94K ﹤0.01%
132
196
$8.87K ﹤0.01%
350
197
$8.76K ﹤0.01%
1,000
198
$8.7K ﹤0.01%
1,000
199
$8.35K ﹤0.01%
61
200
$8.17K ﹤0.01%
66
+43
6 7
8
9 10