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
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Sells

1 +$3.84M
2 +$3.29M
3 +$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WTRG icon
301
Essential Utilities
WTRG
$11.3B
$6.78K ﹤0.01%
170
+2
GTLB icon
302
GitLab
GTLB
$5.75B
$6.76K ﹤0.01%
+150
BMNR
303
BitMine Immersion Technologies
BMNR
$14.2B
$6.75K ﹤0.01%
+130
REXR icon
304
Rexford Industrial Realty
REXR
$9.55B
$6.7K ﹤0.01%
163
AGCO icon
305
AGCO
AGCO
$8.31B
$6.42K ﹤0.01%
60
PINS icon
306
Pinterest
PINS
$17.5B
$6.37K ﹤0.01%
+198
VCSH icon
307
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$6.37K ﹤0.01%
80
+1
DGX icon
308
Quest Diagnostics
DGX
$21.1B
$6.29K ﹤0.01%
33
CBSH icon
309
Commerce Bancshares
CBSH
$8.09B
$6.28K ﹤0.01%
110
TIP icon
310
iShares TIPS Bond ETF
TIP
$13.7B
$6.17K ﹤0.01%
56
+1
QSR icon
311
Restaurant Brands International
QSR
$23.6B
$6.16K ﹤0.01%
96
CLOV icon
312
Clover Health Investments
CLOV
$1.31B
$6.12K ﹤0.01%
2,000
SNOW icon
313
Snowflake
SNOW
$72B
$6.09K ﹤0.01%
27
+9
PH icon
314
Parker-Hannifin
PH
$119B
$6.07K ﹤0.01%
+8
SIRI icon
315
SiriusXM
SIRI
$6.88B
$6.05K ﹤0.01%
260
-14
XLU icon
316
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$6.02K ﹤0.01%
138
UHAL icon
317
U-Haul Holding Co
UHAL
$10.9B
$5.93K ﹤0.01%
+104
GNRC icon
318
Generac Holdings
GNRC
$9.44B
$5.86K ﹤0.01%
35
PWR icon
319
Quanta Services
PWR
$69.6B
$5.8K ﹤0.01%
+14
PSX icon
320
Phillips 66
PSX
$55.7B
$5.71K ﹤0.01%
42
MA icon
321
Mastercard
MA
$484B
$5.69K ﹤0.01%
+10
AXP icon
322
American Express
AXP
$251B
$5.65K ﹤0.01%
+17
PNC icon
323
PNC Financial Services
PNC
$87.5B
$5.63K ﹤0.01%
+28
CCI icon
324
Crown Castle
CCI
$39.6B
$5.6K ﹤0.01%
+58
SPOT icon
325
Spotify
SPOT
$104B
$5.58K ﹤0.01%
+8