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
201
$4K ﹤0.01%
36
+11
202
$4K ﹤0.01%
27
203
$4K ﹤0.01%
6
204
$4K ﹤0.01%
69
205
$4K ﹤0.01%
100
206
$4K ﹤0.01%
135
207
$3K ﹤0.01%
137
208
$3K ﹤0.01%
105
-70
209
$3K ﹤0.01%
115
210
$3K ﹤0.01%
89
211
$3K ﹤0.01%
492
+18
212
$3K ﹤0.01%
+67
213
$3K ﹤0.01%
38
214
$2K ﹤0.01%
+720
215
$2K ﹤0.01%
62
216
$2K ﹤0.01%
125
217
$2K ﹤0.01%
49
218
$2K ﹤0.01%
126
219
$2K ﹤0.01%
121
220
$2K ﹤0.01%
28
221
$2K ﹤0.01%
42
222
$2K ﹤0.01%
132
223
$2K ﹤0.01%
2
224
$2K ﹤0.01%
74
225
$2K ﹤0.01%
12
7 8
9
10 11