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
R icon
351
Ryder
R
$7.18B
$4.15K ﹤0.01%
22
ECL icon
352
Ecolab
ECL
$75.5B
$4.11K ﹤0.01%
+15
VLTO icon
353
Veralto
VLTO
$25.4B
$4.08K ﹤0.01%
38
TMUS icon
354
T-Mobile US
TMUS
$234B
$4.07K ﹤0.01%
+17
SNPS icon
355
Synopsys
SNPS
$87.5B
$3.95K ﹤0.01%
+8
BMY icon
356
Bristol-Myers Squibb
BMY
$104B
$3.83K ﹤0.01%
+85
IEO icon
357
iShares US Oil & Gas Exploration & Production ETF
IEO
$454M
$3.83K ﹤0.01%
41
TT icon
358
Trane Technologies
TT
$90.4B
$3.8K ﹤0.01%
+9
FNV icon
359
Franco-Nevada
FNV
$39B
$3.79K ﹤0.01%
+17
SNN icon
360
Smith & Nephew
SNN
$14B
$3.7K ﹤0.01%
+102
HPQ icon
361
HP
HPQ
$23.7B
$3.62K ﹤0.01%
133
Z icon
362
Zillow
Z
$18.4B
$3.62K ﹤0.01%
47
GEHC icon
363
GE HealthCare
GEHC
$38B
$3.6K ﹤0.01%
48
MDLZ icon
364
Mondelez International
MDLZ
$72.1B
$3.56K ﹤0.01%
+57
IEMG icon
365
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$3.56K ﹤0.01%
54
GILD icon
366
Gilead Sciences
GILD
$155B
$3.44K ﹤0.01%
+31
SOUN icon
367
SoundHound AI
SOUN
$4.77B
$3.38K ﹤0.01%
+210
PYPL icon
368
PayPal
PYPL
$57.2B
$3.35K ﹤0.01%
50
PDP icon
369
Invesco Dorsey Wright Momentum ETF
PDP
$1.3B
$3.33K ﹤0.01%
28
TEL icon
370
TE Connectivity
TEL
$67.7B
$3.29K ﹤0.01%
+15
ULTA icon
371
Ulta Beauty
ULTA
$24.5B
$3.28K ﹤0.01%
+6
DVN icon
372
Devon Energy
DVN
$23.7B
$3.28K ﹤0.01%
94
+1
EME icon
373
Emcor
EME
$27.2B
$3.25K ﹤0.01%
+5
ZTS icon
374
Zoetis
ZTS
$54.1B
$3.22K ﹤0.01%
+22
IEZ icon
375
iShares US Oil Equipment & Services ETF
IEZ
$145M
$3.17K ﹤0.01%
164
+1