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
ITRI icon
451
Itron
ITRI
$4.36B
$1.39K ﹤0.01%
15
+6
NET icon
452
Cloudflare
NET
$70.7B
$1.38K ﹤0.01%
7
ORLY icon
453
O'Reilly Automotive
ORLY
$78.4B
$1.37K ﹤0.01%
15
-12
FN icon
454
Fabrinet
FN
$24.7B
$1.37K ﹤0.01%
3
TRST
455
Trustco Bank Corp NY
TRST
$812M
$1.36K ﹤0.01%
33
-15
DCOM icon
456
Dime Community Bancshares, Inc.
DCOM
$1.63B
$1.35K ﹤0.01%
45
+6
APP icon
457
Applovin
APP
$161B
$1.35K ﹤0.01%
2
XNCR icon
458
Xencor
XNCR
$958M
$1.35K ﹤0.01%
88
TDG icon
459
TransDigm Group
TDG
$71.5B
$1.33K ﹤0.01%
1
CLF icon
460
Cleveland-Cliffs
CLF
$5.67B
$1.33K ﹤0.01%
100
AMGN icon
461
Amgen
AMGN
$192B
$1.31K ﹤0.01%
4
NX icon
462
Quanex
NX
$931M
$1.31K ﹤0.01%
85
+28
CFFN icon
463
Capitol Federal Financial
CFFN
$981M
$1.29K ﹤0.01%
190
MKC icon
464
McCormick & Company Non-Voting
MKC
$14.6B
$1.29K ﹤0.01%
19
NBHC icon
465
National Bank Holdings
NBHC
$1.89B
$1.29K ﹤0.01%
+34
VB icon
466
Vanguard Small-Cap ETF
VB
$76.9B
$1.29K ﹤0.01%
5
AVB icon
467
AvalonBay Communities
AVB
$24.2B
$1.27K ﹤0.01%
7
CART icon
468
Maplebear
CART
$9.8B
$1.26K ﹤0.01%
28
XPEL icon
469
XPEL
XPEL
$1.31B
$1.25K ﹤0.01%
25
+4
CCS icon
470
Century Communities
CCS
$1.81B
$1.25K ﹤0.01%
21
+10
BSX icon
471
Boston Scientific
BSX
$95.5B
$1.24K ﹤0.01%
13
HE icon
472
Hawaiian Electric Industries
HE
$2.73B
$1.23K ﹤0.01%
100
DCH
473
Dauch Corp
DCH
$1.45B
$1.22K ﹤0.01%
190
CRGY icon
474
Crescent Energy
CRGY
$3.87B
$1.2K ﹤0.01%
143
+80
ENB icon
475
Enbridge
ENB
$115B
$1.2K ﹤0.01%
25