CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$328K
3
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1
+$1.26M
2
+$671K
3
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAAS icon
351
Pan American Silver
PAAS
$26.2B
$3.32K ﹤0.01%
64
BMY icon
352
Bristol-Myers Squibb
BMY
$127B
$3.29K ﹤0.01%
61
-24
PDP icon
353
Invesco Dorsey Wright Momentum ETF
PDP
$1.37B
$3.28K ﹤0.01%
28
TMUS icon
354
T-Mobile US
TMUS
$244B
$3.25K ﹤0.01%
16
-1
Z icon
355
Zillow
Z
$11.1B
$3.21K ﹤0.01%
47
MDLZ icon
356
Mondelez International
MDLZ
$74.7B
$3.07K ﹤0.01%
57
EME icon
357
Emcor
EME
$33.3B
$3.06K ﹤0.01%
5
PIPR icon
358
Piper Sandler
PIPR
$5.19B
$3.06K ﹤0.01%
9
COLM icon
359
Columbia Sportswear
COLM
$3.27B
$3K ﹤0.01%
54
HPQ icon
360
HP
HPQ
$17.5B
$3K ﹤0.01%
134
+1
ITW icon
361
Illinois Tool Works
ITW
$82.6B
$2.96K ﹤0.01%
12
PYPL icon
362
PayPal
PYPL
$43.3B
$2.93K ﹤0.01%
50
EMR icon
363
Emerson Electric
EMR
$82.4B
$2.92K ﹤0.01%
22
LMT icon
364
Lockheed Martin
LMT
$151B
$2.9K ﹤0.01%
6
AES icon
365
AES
AES
$10.1B
$2.9K ﹤0.01%
202
+97
CTAS icon
366
Cintas
CTAS
$80.7B
$2.82K ﹤0.01%
15
SYK icon
367
Stryker
SYK
$147B
$2.81K ﹤0.01%
8
-41
TILE icon
368
Interface
TILE
$1.71B
$2.8K ﹤0.01%
100
ZTS icon
369
Zoetis
ZTS
$53.2B
$2.77K ﹤0.01%
22
VLO icon
370
Valero Energy
VLO
$67.8B
$2.77K ﹤0.01%
17
WST icon
371
West Pharmaceutical
WST
$18B
$2.75K ﹤0.01%
10
RIVN icon
372
Rivian
RIVN
$18.6B
$2.68K ﹤0.01%
136
CUBI icon
373
Customers Bancorp
CUBI
$2.4B
$2.63K ﹤0.01%
36
-4
BLCN icon
374
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$34.3M
$2.56K ﹤0.01%
107
+3
PODD icon
375
Insulet
PODD
$17.3B
$2.56K ﹤0.01%
9
13 14
15
16 17