CMA

Cedar Mountain Advisors Portfolio holdings

AUM $511M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
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
PTEN icon
476
Patterson-UTI
PTEN
$4.6B
$1.19K ﹤0.01%
195
CMS icon
477
CMS Energy
CMS
$22.6B
$1.19K ﹤0.01%
17
DCI icon
478
Donaldson
DCI
$9.71B
$1.15K ﹤0.01%
13
-45
AGCO icon
479
AGCO
AGCO
$8.5B
$1.15K ﹤0.01%
11
-49
TBBK icon
480
The Bancorp
TBBK
$2.28B
$1.15K ﹤0.01%
17
-9
AXON icon
481
Axon Enterprise
AXON
$31.3B
$1.14K ﹤0.01%
2
DEFT
482
Defi Technologies
DEFT
$313M
$1.13K ﹤0.01%
1,500
WRB icon
483
W.R. Berkley
WRB
$24.6B
$1.12K ﹤0.01%
16
RCL icon
484
Royal Caribbean
RCL
$71.2B
$1.12K ﹤0.01%
4
WELL icon
485
Welltower
WELL
$154B
$1.11K ﹤0.01%
6
CASY icon
486
Casey's General Stores
CASY
$32.4B
$1.11K ﹤0.01%
2
KOP icon
487
Koppers
KOP
$816M
$1.11K ﹤0.01%
41
+17
SCVL icon
488
Shoe Carnival
SCVL
$439M
$1.1K ﹤0.01%
65
+15
VICR icon
489
Vicor
VICR
$13.2B
$1.1K ﹤0.01%
10
MYRG icon
490
MYR Group
MYRG
$7.37B
$1.09K ﹤0.01%
5
ICHR icon
491
Ichor Holdings
ICHR
$2.59B
$1.09K ﹤0.01%
59
-32
OUST icon
492
Ouster
OUST
$2.22B
$1.08K ﹤0.01%
50
MXL icon
493
MaxLinear
MXL
$7.95B
$1.08K ﹤0.01%
62
NIO icon
494
NIO
NIO
$15.7B
$1.08K ﹤0.01%
212
P
495
Everpure Inc
P
$27.8B
$1.07K ﹤0.01%
16
WAB icon
496
Wabtec
WAB
$45.7B
$1.07K ﹤0.01%
5
KSS icon
497
Kohl's
KSS
$1.34B
$1.06K ﹤0.01%
52
FORM icon
498
FormFactor
FORM
$9.98B
$1.06K ﹤0.01%
19
+3
ADBE icon
499
Adobe
ADBE
$95.8B
$1.05K ﹤0.01%
3
AWK icon
500
American Water Works
AWK
$24.6B
$1.04K ﹤0.01%
8
18 19
20
21 22