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
201
$7.89K ﹤0.01%
452
202
$7.79K ﹤0.01%
225
203
$7.77K ﹤0.01%
274
204
$7.45K ﹤0.01%
500
205
$7.27K ﹤0.01%
163
206
$7.04K ﹤0.01%
198
207
$7.01K ﹤0.01%
100
208
$6.82K ﹤0.01%
508
209
$6.81K ﹤0.01%
64
210
$6.75K ﹤0.01%
350
211
$6.66K ﹤0.01%
318
212
$6.52K ﹤0.01%
+38
213
$6.3K ﹤0.01%
99
-47
214
$6.27K ﹤0.01%
38
215
$6.25K ﹤0.01%
248
216
$6.2K ﹤0.01%
34
217
$6.04K ﹤0.01%
337
+3
218
$5.93K ﹤0.01%
42
219
$5.92K ﹤0.01%
45
220
$5.91K ﹤0.01%
77
+1
221
$5.83K ﹤0.01%
55
+1
222
$5.78K ﹤0.01%
133
+2
223
$5.59K ﹤0.01%
5,651
224
$5.58K ﹤0.01%
105
225
$5.45K ﹤0.01%
137
7 8
9
10 11