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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Sells

1 +$948K
2 +$271K
3 +$102K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$83.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AGCO icon
251
AGCO
AGCO
$7.79B
$6.19K ﹤0.01%
60
DE icon
252
Deere & Co
DE
$129B
$6.17K ﹤0.01%
12
RSG icon
253
Republic Services
RSG
$64.9B
$6.17K ﹤0.01%
25
TIP icon
254
iShares TIPS Bond ETF
TIP
$13.8B
$6.05K ﹤0.01%
55
+1
SMR icon
255
NuScale Power
SMR
$3.76B
$5.93K ﹤0.01%
150
DGX icon
256
Quest Diagnostics
DGX
$20.8B
$5.93K ﹤0.01%
33
-28
MRVL icon
257
Marvell Technology
MRVL
$74.5B
$5.85K ﹤0.01%
76
B
258
Barrick Mining
B
$62.5B
$5.83K ﹤0.01%
+280
REXR icon
259
Rexford Industrial Realty
REXR
$9.54B
$5.8K ﹤0.01%
163
VICI icon
260
VICI Properties
VICI
$32.4B
$5.71K ﹤0.01%
175
ACMR icon
261
ACM Research
ACMR
$2.04B
$5.7K ﹤0.01%
+220
XLU icon
262
Utilities Select Sector SPDR Fund
XLU
$21.8B
$5.63K ﹤0.01%
69
CLOV icon
263
Clover Health Investments
CLOV
$1.28B
$5.58K ﹤0.01%
2,000
SLV icon
264
iShares Silver Trust
SLV
$24.7B
$5.58K ﹤0.01%
170
LASR icon
265
nLIGHT
LASR
$1.55B
$5.55K ﹤0.01%
282
FCX icon
266
Freeport-McMoran
FCX
$57.7B
$5.46K ﹤0.01%
126
GNRC icon
267
Generac Holdings
GNRC
$8.87B
$5.01K ﹤0.01%
35
PSX icon
268
Phillips 66
PSX
$57.3B
$5.01K ﹤0.01%
42
SUN icon
269
Sunoco
SUN
$9.88B
$4.98K ﹤0.01%
93
GS icon
270
Goldman Sachs
GS
$237B
$4.95K ﹤0.01%
7
EXK
271
Endeavour Silver
EXK
$2.27B
$4.92K ﹤0.01%
1,000
UAL icon
272
United Airlines
UAL
$30.8B
$4.54K ﹤0.01%
57
PRU icon
273
Prudential Financial
PRU
$37.5B
$4.51K ﹤0.01%
42
+1
DEFT
274
Defi Technologies
DEFT
$475M
$4.39K ﹤0.01%
+1,500
USAR
275
USA Rare Earth Inc
USAR
$1.92B
$4.38K ﹤0.01%
+400