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
PERI icon
426
Perion Network
PERI
$414M
$1.92K ﹤0.01%
+200
HOOD icon
427
Robinhood
HOOD
$120B
$1.86K ﹤0.01%
+13
MODG icon
428
Topgolf Callaway Brands
MODG
$2.25B
$1.85K ﹤0.01%
195
+74
CPF icon
429
Central Pacific Financial
CPF
$817M
$1.82K ﹤0.01%
+60
EGBN icon
430
Eagle Bancorp
EGBN
$630M
$1.82K ﹤0.01%
+90
FIGR
431
Figure Technology Solutions
FIGR
$7.57B
$1.82K ﹤0.01%
+50
MET icon
432
MetLife
MET
$51.1B
$1.81K ﹤0.01%
+22
VRT icon
433
Vertiv
VRT
$68.4B
$1.81K ﹤0.01%
+12
UEC icon
434
Uranium Energy
UEC
$6.26B
$1.8K ﹤0.01%
135
AVY icon
435
Avery Dennison
AVY
$13.6B
$1.78K ﹤0.01%
+11
VO icon
436
Vanguard Mid-Cap ETF
VO
$89.4B
$1.76K ﹤0.01%
6
VRSK icon
437
Verisk Analytics
VRSK
$31.3B
$1.76K ﹤0.01%
+7
CDNS icon
438
Cadence Design Systems
CDNS
$91.5B
$1.76K ﹤0.01%
+5
HZO icon
439
MarineMax
HZO
$517M
$1.75K ﹤0.01%
+69
TRST icon
440
Trustco Bank Corp NY
TRST
$806M
$1.74K ﹤0.01%
+48
BX icon
441
Blackstone
BX
$117B
$1.71K ﹤0.01%
+10
IVT icon
442
InvenTrust Properties
IVT
$2.2B
$1.69K ﹤0.01%
59
-8
PKST
443
Peakstone Realty Trust
PKST
$510M
$1.69K ﹤0.01%
129
LBRT icon
444
Liberty Energy
LBRT
$3.11B
$1.67K ﹤0.01%
+135
AMD icon
445
Advanced Micro Devices
AMD
$354B
$1.62K ﹤0.01%
10
+5
NIO icon
446
NIO
NIO
$12.1B
$1.61K ﹤0.01%
212
GTM
447
ZoomInfo Technologies
GTM
$3.14B
$1.6K ﹤0.01%
147
ICHR icon
448
Ichor Holdings
ICHR
$603M
$1.59K ﹤0.01%
+91
PHM icon
449
Pultegroup
PHM
$25.4B
$1.59K ﹤0.01%
+12
EXLS icon
450
EXL Service
EXLS
$6.38B
$1.58K ﹤0.01%
+36