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
KMT icon
426
Kennametal
KMT
$2.97B
$1.59K ﹤0.01%
56
+24
SBSI icon
427
Southside Bancshares
SBSI
$993M
$1.58K ﹤0.01%
52
+47
WGO icon
428
Winnebago Industries
WGO
$954M
$1.58K ﹤0.01%
39
UEC icon
429
Uranium Energy
UEC
$7.34B
$1.58K ﹤0.01%
135
ZS icon
430
Zscaler
ZS
$21.7B
$1.57K ﹤0.01%
7
VRSK icon
431
Verisk Analytics
VRSK
$23.3B
$1.57K ﹤0.01%
7
CDNS icon
432
Cadence Design Systems
CDNS
$85.9B
$1.56K ﹤0.01%
5
MCO icon
433
Moody's
MCO
$81.1B
$1.53K ﹤0.01%
3
CMI icon
434
Cummins
CMI
$86.7B
$1.53K ﹤0.01%
3
-2
EXLS icon
435
EXL Service
EXLS
$4.98B
$1.53K ﹤0.01%
36
SONO icon
436
Sonos
SONO
$1.74B
$1.51K ﹤0.01%
86
GTM
437
ZoomInfo Technologies
GTM
$1.85B
$1.5K ﹤0.01%
147
IAC icon
438
IAC Inc
IAC
$3.32B
$1.49K ﹤0.01%
38
-43
LGIH icon
439
LGI Homes
LGIH
$1.01B
$1.46K ﹤0.01%
34
-7
HSY icon
440
Hershey
HSY
$39B
$1.46K ﹤0.01%
8
LZB icon
441
La-Z-Boy
LZB
$1.47B
$1.45K ﹤0.01%
39
+7
VSH icon
442
Vishay Intertechnology
VSH
$3.53B
$1.45K ﹤0.01%
100
-28
LUMN icon
443
Lumen
LUMN
$8.83B
$1.45K ﹤0.01%
186
+26
AEO icon
444
American Eagle Outfitters
AEO
$3.24B
$1.42K ﹤0.01%
54
-7
SITM icon
445
SiTime
SITM
$13.3B
$1.41K ﹤0.01%
4
SNN icon
446
Smith & Nephew
SNN
$14.7B
$1.41K ﹤0.01%
43
-59
PHM icon
447
Pultegroup
PHM
$24.2B
$1.41K ﹤0.01%
12
FMC icon
448
FMC
FMC
$2.15B
$1.4K ﹤0.01%
+101
SMTC icon
449
Semtech
SMTC
$10B
$1.4K ﹤0.01%
19
BCC icon
450
Boise Cascade
BCC
$2.98B
$1.4K ﹤0.01%
19
+18