CMA

Cedar Mountain Advisors Portfolio holdings

AUM $481M
1-Year Est. Return 12.72%
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.78M
3
+$2.39M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$423K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$411K

Top Sells

1
+$9.84M
2
+$4.39M
3
+$2.78M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$2.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Technology 2.46%
2 Industrials 1.07%
3 Consumer Discretionary 0.67%
4 Consumer Staples 0.46%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 22.65%
272,365
-1,149
2
$39.4M 17.05%
349,440
+3,756
3
$24.1M 10.45%
305,158
-13,618
4
$21.7M 9.39%
691,430
+13,130
5
$19M 8.22%
247,831
-4,670
6
$15.9M 6.9%
64,292
-2,293
7
$13.8M 5.99%
202,455
-20,639
8
$6.12M 2.65%
+45,781
9
$5.8M 2.51%
163,841
+163,202
10
$5.46M 2.36%
95,378
-76,764
11
$5.34M 2.31%
67,997
-4,305
12
$2.75M 1.19%
18,440
-19
13
$2.45M 1.06%
12,733
+12,403
14
$2.04M 0.88%
29,600
15
$1.47M 0.64%
63,183
16
$923K 0.4%
5,416
-724
17
$865K 0.37%
14,450
+155
18
$676K 0.29%
5,359
+2
19
$628K 0.27%
4,389
+45
20
$554K 0.24%
4,618
21
$512K 0.22%
5,616
+500
22
$503K 0.22%
2,471
+249
23
$371K 0.16%
2,161
-97
24
$357K 0.15%
3,636
-14
25
$342K 0.15%
8,263
+2
1
2 3 4 5