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
201
$7K ﹤0.01%
147
202
$7K ﹤0.01%
146
203
$6K ﹤0.01%
36
204
$6K ﹤0.01%
300
205
$6K ﹤0.01%
+23
206
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105
207
$6K ﹤0.01%
44
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$6K ﹤0.01%
94
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50
211
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34
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$5K ﹤0.01%
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215
$5K ﹤0.01%
+101
216
$5K ﹤0.01%
+86
217
$5K ﹤0.01%
51
218
$5K ﹤0.01%
1,000
219
$5K ﹤0.01%
500
220
$5K ﹤0.01%
+122
221
$5K ﹤0.01%
50
222
$5K ﹤0.01%
66
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223
$5K ﹤0.01%
70
-12
224
$5K ﹤0.01%
+100
225
$5K ﹤0.01%
+2
7 8
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