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
ETN icon
476
Eaton
ETN
$164B
$9.3K ﹤0.01%
+26
SPEU icon
477
State Street SPDR Portfolio Europe ETF
SPEU
$712M
$9.27K ﹤0.01%
181
TDG icon
478
TransDigm Group
TDG
$68.3B
$9.27K ﹤0.01%
8
+7
HUN icon
479
Huntsman Corp
HUN
$2.6B
$9.25K ﹤0.01%
+695
DVA icon
480
DaVita
DVA
$12.6B
$9.22K ﹤0.01%
+60
HOG icon
481
Harley-Davidson
HOG
$2.53B
$9.22K ﹤0.01%
+456
DDS icon
482
Dillards
DDS
$9.46B
$9.15K ﹤0.01%
+16
TOL icon
483
Toll Brothers
TOL
$12.8B
$9.14K ﹤0.01%
+67
INCY icon
484
Incyte
INCY
$19.5B
$9.13K ﹤0.01%
+97
USFD icon
485
US Foods
USFD
$18.4B
$9.13K ﹤0.01%
+99
UUUU icon
486
Energy Fuels
UUUU
$4.54B
$9.13K ﹤0.01%
500
SCHV icon
487
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$9.12K ﹤0.01%
299
CTO
488
CTO Realty Growth
CTO
$675M
$9.12K ﹤0.01%
+493
FAF icon
489
First American
FAF
$6.58B
$9.1K ﹤0.01%
+151
BOOT icon
490
Boot Barn
BOOT
$5.11B
$9.07K ﹤0.01%
62
+59
ACMR icon
491
ACM Research
ACMR
$6.35B
$9.05K ﹤0.01%
230
UMC icon
492
United Microelectronic
UMC
$53.5B
$8.98K ﹤0.01%
1,000
CHRW icon
493
C.H. Robinson
CHRW
$21.3B
$8.97K ﹤0.01%
+54
OWL icon
494
Blue Owl Capital
OWL
$6.51B
$8.97K ﹤0.01%
+982
AWI icon
495
Armstrong World Industries
AWI
$6.48B
$8.9K ﹤0.01%
+54
LEA icon
496
Lear
LEA
$7.34B
$8.84K ﹤0.01%
+73
STAG icon
497
STAG Industrial
STAG
$7B
$8.8K ﹤0.01%
+244
GL icon
498
Globe Life
GL
$11.7B
$8.77K ﹤0.01%
+63
WU icon
499
Western Union
WU
$2.47B
$8.75K ﹤0.01%
+1,002
MP icon
500
MP Materials
MP
$12.2B
$8.69K ﹤0.01%
180
+84