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
EQT icon
451
EQT Corp
EQT
$34.1B
$10.4K ﹤0.01%
+164
CBT icon
452
Cabot Corp
CBT
$4.4B
$10.3K ﹤0.01%
+137
TKO icon
453
TKO Group
TKO
$14.9B
$10.3K ﹤0.01%
+51
UI icon
454
Ubiquiti
UI
$34.9B
$10.3K ﹤0.01%
+13
ASB icon
455
Associated Banc-Corp
ASB
$5.08B
$10.2K ﹤0.01%
+395
SHOP icon
456
Shopify
SHOP
$147B
$10.2K ﹤0.01%
86
B
457
Barrick Mining
B
$70.1B
$10.2K ﹤0.01%
250
NVRI icon
458
Enviri
NVRI
$1.47B
$10.1K ﹤0.01%
517
+486
DTM icon
459
DT Midstream
DTM
$14.4B
$10.1K ﹤0.01%
+75
COHU icon
460
Cohu
COHU
$2.65B
$10K ﹤0.01%
328
+286
UBER icon
461
Uber
UBER
$146B
$10K ﹤0.01%
139
-10
CCL icon
462
Carnival Corporation Ltd
CCL
$37.6B
$9.96K ﹤0.01%
+385
ACN icon
463
Accenture
ACN
$109B
$9.91K ﹤0.01%
50
+31
CPAY icon
464
Corpay
CPAY
$23B
$9.89K ﹤0.01%
+34
RMBS icon
465
Rambus
RMBS
$18.5B
$9.89K ﹤0.01%
+115
USAR
466
USA Rare Earth Inc
USAR
$6.24B
$9.84K ﹤0.01%
650
+250
DUK icon
467
Duke Energy
DUK
$94.4B
$9.82K ﹤0.01%
75
CE icon
468
Celanese
CE
$6.08B
$9.6K ﹤0.01%
146
+126
CGNX icon
469
Cognex
CGNX
$11B
$9.55K ﹤0.01%
195
ROG icon
470
Rogers Corp
ROG
$2.64B
$9.55K ﹤0.01%
89
+86
IMCG icon
471
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.84B
$9.53K ﹤0.01%
121
FFIN icon
472
First Financial Bankshares
FFIN
$4.54B
$9.51K ﹤0.01%
+323
SUPN icon
473
Supernus Pharmaceuticals
SUPN
$2.56B
$9.46K ﹤0.01%
+183
HCC icon
474
Warrior Met Coal
HCC
$5.59B
$9.31K ﹤0.01%
100
+97
EXK
475
Endeavour Silver
EXK
$2.71B
$9.31K ﹤0.01%
1,000