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
201
$3K ﹤0.01%
+51
202
$3K ﹤0.01%
+21
203
$3K ﹤0.01%
+120
204
$2K ﹤0.01%
+1,000
205
$2K ﹤0.01%
+62
206
$2K ﹤0.01%
+76
207
$2K ﹤0.01%
+26
208
$2K ﹤0.01%
+20
209
$2K ﹤0.01%
+370
210
$2K ﹤0.01%
+126
211
$2K ﹤0.01%
+89
212
$2K ﹤0.01%
+43
213
$2K ﹤0.01%
+38
214
$2K ﹤0.01%
+104
215
$2K ﹤0.01%
+27
216
$2K ﹤0.01%
+12
217
$2K ﹤0.01%
+37
218
$2K ﹤0.01%
+88
219
$2K ﹤0.01%
+34
220
$2K ﹤0.01%
+47
221
$2K ﹤0.01%
+404
222
$2K ﹤0.01%
+38
223
$1K ﹤0.01%
+74
224
$1K ﹤0.01%
+24
225
$1K ﹤0.01%
+99
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