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
LEG icon
451
Leggett & Platt
LEG
$1.54B
$1.57K ﹤0.01%
+177
CAH icon
452
Cardinal Health
CAH
$47.5B
$1.57K ﹤0.01%
+10
CLB icon
453
Core Laboratories
CLB
$765M
$1.57K ﹤0.01%
+127
MAR icon
454
Marriott International
MAR
$82.3B
$1.56K ﹤0.01%
+6
DFH icon
455
Dream Finders Homes
DFH
$1.83B
$1.55K ﹤0.01%
+60
HOPE icon
456
Hope Bancorp
HOPE
$1.4B
$1.54K ﹤0.01%
+143
WSC icon
457
WillScot Mobile Mini Holdings
WSC
$3.82B
$1.52K ﹤0.01%
+72
OXY icon
458
Occidental Petroleum
OXY
$41.8B
$1.51K ﹤0.01%
+32
NET icon
459
Cloudflare
NET
$71.6B
$1.5K ﹤0.01%
+7
HSY icon
460
Hershey
HSY
$36.6B
$1.5K ﹤0.01%
+8
PTON icon
461
Peloton Interactive
PTON
$2.79B
$1.49K ﹤0.01%
165
CLS icon
462
Celestica
CLS
$35.5B
$1.48K ﹤0.01%
+6
APP icon
463
Applovin
APP
$224B
$1.44K ﹤0.01%
+2
AXON icon
464
Axon Enterprise
AXON
$42.9B
$1.44K ﹤0.01%
+2
MCO icon
465
Moody's
MCO
$87.8B
$1.43K ﹤0.01%
+3
NWL icon
466
Newell Brands
NWL
$1.58B
$1.43K ﹤0.01%
+272
BKU icon
467
Bankunited
BKU
$3.35B
$1.41K ﹤0.01%
+37
AES icon
468
AES
AES
$9.76B
$1.38K ﹤0.01%
105
+2
CEVA icon
469
CEVA Inc
CEVA
$596M
$1.37K ﹤0.01%
+52
KTOS icon
470
Kratos Defense & Security Solutions
KTOS
$12.3B
$1.37K ﹤0.01%
+15
SONO icon
471
Sonos
SONO
$2.29B
$1.36K ﹤0.01%
+86
SMTC icon
472
Semtech
SMTC
$6.8B
$1.36K ﹤0.01%
+19
OUST icon
473
Ouster
OUST
$1.43B
$1.35K ﹤0.01%
+50
AVB icon
474
AvalonBay Communities
AVB
$25.7B
$1.35K ﹤0.01%
+7
ICE icon
475
Intercontinental Exchange
ICE
$89.4B
$1.35K ﹤0.01%
+8