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
$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
1
$58.3M 23.62%
268,961
-3,404
2
$41.8M 16.91%
353,641
+4,201
3
$26.1M 10.58%
302,298
-2,860
4
$21.9M 8.87%
698,551
+7,121
5
$20.2M 8.19%
250,114
+2,283
6
$17.6M 7.11%
63,236
-1,056
7
$14.2M 5.77%
202,827
+372
8
$6.41M 2.59%
165,767
+1,926
9
$6.2M 2.51%
46,376
+595
10
$5.58M 2.26%
95,350
-28
11
$5.13M 2.08%
64,956
-3,041
12
$2.61M 1.06%
12,786
+53
13
$2.58M 1.04%
18,465
+25
14
$2.11M 0.86%
29,600
15
$1.64M 0.66%
63,183
16
$956K 0.39%
5,076
-340
17
$741K 0.3%
14,312
-138
18
$727K 0.29%
4,618
19
$724K 0.29%
4,836
+447
20
$708K 0.29%
5,362
+3
21
$671K 0.27%
5,790
+174
22
$518K 0.21%
2,464
-7
23
$451K 0.18%
3,591
-45
24
$385K 0.16%
2,055
-106
25
$381K 0.15%
1,736
1
2 3 4 5