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
BKNG icon
401
Booking.com
BKNG
$128B
$12.6K ﹤0.01%
75
+50
MC icon
402
Moelis & Co
MC
$4.99B
$12.5K ﹤0.01%
+220
PNC icon
403
PNC Financial Services
PNC
$87.6B
$12.5K ﹤0.01%
60
+32
THG icon
404
Hanover Insurance
THG
$6.52B
$12.5K ﹤0.01%
+72
WCBR
405
WisdomTree Cybersecurity Fund
WCBR
$101M
$12.5K ﹤0.01%
500
EXLS icon
406
EXL Service
EXLS
$4.5B
$12.4K ﹤0.01%
408
+372
CAH icon
407
Cardinal Health
CAH
$45.9B
$12.3K ﹤0.01%
58
+48
MDT icon
408
Medtronic
MDT
$100B
$12.2K ﹤0.01%
141
-1
EXC icon
409
Exelon
EXC
$46.1B
$12.2K ﹤0.01%
249
+11
MPWR icon
410
Monolithic Power Systems
MPWR
$83B
$12K ﹤0.01%
+11
AMD icon
411
Advanced Micro Devices
AMD
$885B
$12K ﹤0.01%
59
+49
CWST icon
412
Casella Waste Systems
CWST
$5.34B
$12K ﹤0.01%
+151
AMGN icon
413
Amgen
AMGN
$183B
$12K ﹤0.01%
34
+30
CDNS icon
414
Cadence Design Systems
CDNS
$113B
$11.9K ﹤0.01%
43
+38
OSIS icon
415
OSI Systems
OSIS
$3.52B
$11.9K ﹤0.01%
45
+44
HE icon
416
Hawaiian Electric Industries
HE
$2.31B
$11.9K ﹤0.01%
805
+705
MIR icon
417
Mirion Technologies
MIR
$4.46B
$11.9K ﹤0.01%
641
+570
PTGX icon
418
Protagonist Therapeutics
PTGX
$6.14B
$11.9K ﹤0.01%
+113
TER icon
419
Teradyne
TER
$64.1B
$11.9K ﹤0.01%
+40
IYW icon
420
iShares US Technology ETF
IYW
$25.6B
$11.8K ﹤0.01%
65
IDCC icon
421
InterDigital
IDCC
$6.63B
$11.8K ﹤0.01%
+39
SLV icon
422
iShares Silver Trust
SLV
$35.4B
$11.6K ﹤0.01%
170
OEF icon
423
iShares S&P 100 ETF
OEF
$20.5B
$11.5K ﹤0.01%
36
TSM icon
424
TSMC
TSM
$2.26T
$11.5K ﹤0.01%
34
SYF icon
425
Synchrony
SYF
$23.1B
$11.4K ﹤0.01%
+167