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
$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
1
$82.7M 20.42%
226,876
-1,908
2
$71.4M 17.64%
409,407
+4,494
3
$30.1M 7.43%
272,819
+2,409
4
$30M 7.41%
248,687
+2,388
5
$22.4M 5.52%
209,716
+3,484
6
$21.6M 5.32%
45,011
-1
7
$20M 4.94%
674,014
+1,442
8
$18.8M 4.65%
610,462
+29,266
9
$15.9M 3.94%
320,706
+14,595
10
$14.4M 3.54%
143,688
+917
11
$11.1M 2.74%
174,882
+5,327
12
$9.3M 2.3%
313,804
+16,436
13
$8.92M 2.2%
213,747
+1,088
14
$7.34M 1.81%
107,167
+2,066
15
$4.22M 1.04%
95,310
+1,801
16
$3.36M 0.83%
12,640
+605
17
$3.15M 0.78%
13,215
-42
18
$2.93M 0.72%
121,814
+3,968
19
$2.59M 0.64%
33,844
+2,200
20
$2.14M 0.53%
4,792
-2
21
$2.12M 0.52%
63,318
22
$2.09M 0.52%
20,800
+322
23
$2.01M 0.5%
9,551
-56
24
$912K 0.23%
4,494
-392
25
$857K 0.21%
2,291
+103
1
2 3 4 5