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
PSTG icon
476
Pure Storage
PSTG
$24.1B
$1.34K ﹤0.01%
+16
CC icon
477
Chemours
CC
$2.34B
$1.33K ﹤0.01%
+84
TDG icon
478
TransDigm Group
TDG
$81.7B
$1.32K ﹤0.01%
+1
ARWR icon
479
Arrowhead Research
ARWR
$8.9B
$1.31K ﹤0.01%
+38
WGO icon
480
Winnebago Industries
WGO
$1.35B
$1.3K ﹤0.01%
+39
RCL icon
481
Royal Caribbean
RCL
$75.3B
$1.29K ﹤0.01%
+4
AOSL icon
482
Alpha and Omega Semiconductor
AOSL
$677M
$1.29K ﹤0.01%
+46
MKC icon
483
McCormick & Company Non-Voting
MKC
$18B
$1.27K ﹤0.01%
+19
VB icon
484
Vanguard Small-Cap ETF
VB
$73.7B
$1.27K ﹤0.01%
5
BSX icon
485
Boston Scientific
BSX
$131B
$1.27K ﹤0.01%
+13
AMWD icon
486
American Woodmark
AMWD
$917M
$1.27K ﹤0.01%
+19
ENB icon
487
Enbridge
ENB
$104B
$1.26K ﹤0.01%
25
CMS icon
488
CMS Energy
CMS
$21.8B
$1.25K ﹤0.01%
+17
DAN icon
489
Dana Inc
DAN
$3.22B
$1.24K ﹤0.01%
+62
TLH icon
490
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$1.24K ﹤0.01%
+12
AAP icon
491
Advance Auto Parts
AAP
$2.59B
$1.23K ﹤0.01%
+20
WRB icon
492
W.R. Berkley
WRB
$25.8B
$1.23K ﹤0.01%
+16
CLF icon
493
Cleveland-Cliffs
CLF
$7.98B
$1.22K ﹤0.01%
100
ETD icon
494
Ethan Allen Interiors
ETD
$628M
$1.21K ﹤0.01%
+41
CFFN icon
495
Capitol Federal Financial
CFFN
$881M
$1.21K ﹤0.01%
+190
SITM icon
496
SiTime
SITM
$9.69B
$1.21K ﹤0.01%
+4
CAL icon
497
Caleres
CAL
$465M
$1.2K ﹤0.01%
+92
DXPE icon
498
DXP Enterprises
DXPE
$1.94B
$1.19K ﹤0.01%
+10
AESI icon
499
Atlas Energy Solutions
AESI
$1.37B
$1.18K ﹤0.01%
+104
AAL icon
500
American Airlines Group
AAL
$10.1B
$1.18K ﹤0.01%
105