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
TILE icon
301
Interface
TILE
$1.51B
$2.1K ﹤0.01%
100
MDYV icon
302
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.4B
$2.06K ﹤0.01%
26
TTE icon
303
TotalEnergies
TTE
$141B
$2.03K ﹤0.01%
33
UWMC icon
304
UWM Holdings
UWMC
$1.3B
$1.97K ﹤0.01%
475
+10
MRK icon
305
Merck
MRK
$231B
$1.87K ﹤0.01%
24
+1
DRIV icon
306
Global X Autonomous & Electric Vehicles ETF
DRIV
$352M
$1.84K ﹤0.01%
79
IVT icon
307
InvenTrust Properties
IVT
$2.18B
$1.82K ﹤0.01%
67
+1
PAAS icon
308
Pan American Silver
PAAS
$16.3B
$1.8K ﹤0.01%
63
AEM icon
309
Agnico Eagle Mines
AEM
$84.4B
$1.76K ﹤0.01%
15
PKST
310
Peakstone Realty Trust
PKST
$514M
$1.7K ﹤0.01%
129
C icon
311
Citigroup
C
$179B
$1.7K ﹤0.01%
20
VO icon
312
Vanguard Mid-Cap ETF
VO
$86.8B
$1.68K ﹤0.01%
6
GTM
313
ZoomInfo Technologies
GTM
$3.18B
$1.49K ﹤0.01%
147
RIVN icon
314
Rivian
RIVN
$18.5B
$1.37K ﹤0.01%
100
DNN icon
315
Denison Mines
DNN
$2.23B
$1.36K ﹤0.01%
749
NEWP
316
New Pacific Metals
NEWP
$448M
$1.31K ﹤0.01%
981
BABA icon
317
Alibaba
BABA
$367B
$1.25K ﹤0.01%
11
VB icon
318
Vanguard Small-Cap ETF
VB
$66.1B
$1.19K ﹤0.01%
5
AAL icon
319
American Airlines Group
AAL
$8.42B
$1.18K ﹤0.01%
105
PTON icon
320
Peloton Interactive
PTON
$3.13B
$1.15K ﹤0.01%
165
ENB icon
321
Enbridge
ENB
$104B
$1.13K ﹤0.01%
25
AES icon
322
AES
AES
$9.84B
$1.08K ﹤0.01%
103
+1
HE icon
323
Hawaiian Electric Industries
HE
$2.01B
$1.06K ﹤0.01%
100
WAB icon
324
Wabtec
WAB
$34.9B
$1.05K ﹤0.01%
5
CASY icon
325
Casey's General Stores
CASY
$20B
$1.02K ﹤0.01%
2