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
FLNC icon
401
Fluence Energy
FLNC
$1.79B
$1.98K ﹤0.01%
100
AMP icon
402
Ameriprise Financial
AMP
$41.4B
$1.96K ﹤0.01%
4
VSCO icon
403
Victoria's Secret
VSCO
$4.4B
$1.95K ﹤0.01%
36
VRT icon
404
Vertiv
VRT
$118B
$1.94K ﹤0.01%
12
LEG icon
405
Leggett & Platt
LEG
$1.64B
$1.94K ﹤0.01%
176
-1
PERI icon
406
Perion Network
PERI
$417M
$1.92K ﹤0.01%
200
CPF icon
407
Central Pacific Financial
CPF
$921M
$1.87K ﹤0.01%
60
MAR icon
408
Marriott International
MAR
$100B
$1.86K ﹤0.01%
6
PKG icon
409
Packaging Corp of America
PKG
$19B
$1.86K ﹤0.01%
9
PKST
410
Peakstone Realty Trust
PKST
$779M
$1.85K ﹤0.01%
129
WEC icon
411
WEC Energy
WEC
$37.7B
$1.79K ﹤0.01%
17
CLS icon
412
Celestica
CLS
$45.5B
$1.77K ﹤0.01%
6
LHX icon
413
L3Harris
LHX
$65.4B
$1.76K ﹤0.01%
+6
DFH icon
414
Dream Finders Homes
DFH
$1.36B
$1.74K ﹤0.01%
102
+42
VO icon
415
Vanguard Mid-Cap ETF
VO
$98.6B
$1.74K ﹤0.01%
6
MET icon
416
MetLife
MET
$50.9B
$1.74K ﹤0.01%
22
HOPE icon
417
Hope Bancorp
HOPE
$1.6B
$1.73K ﹤0.01%
158
+15
EGBN icon
418
Eagle Bancorp
EGBN
$852M
$1.69K ﹤0.01%
79
-11
IVT icon
419
InvenTrust Properties
IVT
$2.53B
$1.68K ﹤0.01%
60
+1
MIR icon
420
Mirion Technologies
MIR
$4.95B
$1.66K ﹤0.01%
71
+34
SOLS
421
Solstice Advanced Materials
SOLS
$12.9B
$1.65K ﹤0.01%
+34
BKU icon
422
Bankunited
BKU
$3.53B
$1.65K ﹤0.01%
37
CHWY icon
423
Chewy
CHWY
$11.5B
$1.62K ﹤0.01%
49
BABA icon
424
Alibaba
BABA
$337B
$1.61K ﹤0.01%
11
AAL icon
425
American Airlines Group
AAL
$8.44B
$1.61K ﹤0.01%
105