CMA

Cedar Mountain Advisors Portfolio holdings

AUM $511M
1-Year Est. Return 13.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1
+$624K
2
+$300K
3
+$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

1
+$1.62M
2
+$633K
3
+$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AU icon
301
AngloGold Ashanti
AU
$46.4B
$19.5K ﹤0.01%
200
GS icon
302
Goldman Sachs
GS
$314B
$19.5K ﹤0.01%
23
+16
GNTX icon
303
Gentex
GNTX
$5.25B
$19.4K ﹤0.01%
+890
INSM icon
304
Insmed
INSM
$22.5B
$19.3K ﹤0.01%
+118
IDA icon
305
Idacorp
IDA
$7.56B
$19.2K ﹤0.01%
+134
LW icon
306
Lamb Weston
LW
$5.75B
$19K ﹤0.01%
+450
MU icon
307
Micron Technology
MU
$1.2T
$19K ﹤0.01%
56
+11
VDC icon
308
Vanguard Consumer Staples ETF
VDC
$7.75B
$18.9K ﹤0.01%
84
WBD icon
309
Warner Bros
WBD
$68.1B
$18.8K ﹤0.01%
686
+481
FCFS icon
310
FirstCash
FCFS
$9.17B
$18.8K ﹤0.01%
+100
HON icon
311
Honeywell
HON
$149B
$18.8K ﹤0.01%
83
-1
TFLO icon
312
iShares Treasury Floating Rate Bond ETF
TFLO
$6.58B
$18.7K ﹤0.01%
368
+11
UNM icon
313
Unum
UNM
$13.4B
$18.6K ﹤0.01%
+255
CRM icon
314
Salesforce
CRM
$164B
$18.6K ﹤0.01%
100
-23
NMRK icon
315
Newmark Group
NMRK
$2.56B
$18.4K ﹤0.01%
+1,229
SHW icon
316
Sherwin-Williams
SHW
$72.3B
$18.3K ﹤0.01%
57
-5
DVN icon
317
Devon Energy
DVN
$53.3B
$18.2K ﹤0.01%
362
+268
DE icon
318
Deere & Co
DE
$156B
$18.2K ﹤0.01%
32
ES icon
319
Eversource Energy
ES
$25.8B
$18.2K ﹤0.01%
262
AXP icon
320
American Express
AXP
$212B
$18.1K ﹤0.01%
60
+41
DFIN icon
321
Donnelley Financial Solutions
DFIN
$995M
$18.1K ﹤0.01%
385
FBT icon
322
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.49B
$18.1K ﹤0.01%
90
BDX icon
323
Becton Dickinson
BDX
$39.8B
$18.1K ﹤0.01%
115
MAA icon
324
Mid-America Apartment Communities
MAA
$15B
$18.1K ﹤0.01%
148
+142
ZBH icon
325
Zimmer Biomet
ZBH
$16.2B
$18K ﹤0.01%
+199
11 12
13
14 15