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
DCOM icon
501
Dime Community Bancshares
DCOM
$1.31B
$1.16K ﹤0.01%
+39
PSA icon
502
Public Storage
PSA
$48.8B
$1.16K ﹤0.01%
+4
AXL icon
503
American Axle
AXL
$788M
$1.14K ﹤0.01%
+190
CASY icon
504
Casey's General Stores
CASY
$20.6B
$1.14K ﹤0.01%
2
HELE icon
505
Helen of Troy
HELE
$474M
$1.13K ﹤0.01%
+45
DTE icon
506
DTE Energy
DTE
$27.7B
$1.13K ﹤0.01%
+8
AMGN icon
507
Amgen
AMGN
$186B
$1.13K ﹤0.01%
4
-37
ITRI icon
508
Itron
ITRI
$4.41B
$1.12K ﹤0.01%
+9
FOXF icon
509
Fox Factory Holding Corp
FOXF
$683M
$1.12K ﹤0.01%
+46
UCTT icon
510
Ultra Clean Holdings
UCTT
$1.22B
$1.12K ﹤0.01%
+41
AWK icon
511
American Water Works
AWK
$25.6B
$1.11K ﹤0.01%
+8
TWI icon
512
Titan International
TWI
$530M
$1.11K ﹤0.01%
+147
HE icon
513
Hawaiian Electric Industries
HE
$1.93B
$1.1K ﹤0.01%
100
LZB icon
514
La-Z-Boy
LZB
$1.65B
$1.1K ﹤0.01%
+32
FN icon
515
Fabrinet
FN
$16B
$1.09K ﹤0.01%
+3
VTLE icon
516
Vital Energy
VTLE
$719M
$1.08K ﹤0.01%
+64
FLNC icon
517
Fluence Energy
FLNC
$2.61B
$1.08K ﹤0.01%
100
WELL icon
518
Welltower
WELL
$139B
$1.07K ﹤0.01%
+6
ADBE icon
519
Adobe
ADBE
$137B
$1.06K ﹤0.01%
3
-45
COOP
520
DELISTED
Mr. Cooper
COOP
$1.05K ﹤0.01%
+5
AEO icon
521
American Eagle Outfitters
AEO
$4.06B
$1.04K ﹤0.01%
+61
MYRG icon
522
MYR Group
MYRG
$3.41B
$1.04K ﹤0.01%
+5
SCVL icon
523
Shoe Carnival
SCVL
$509M
$1.04K ﹤0.01%
+50
TTWO icon
524
Take-Two Interactive
TTWO
$45.3B
$1.03K ﹤0.01%
+4
XNCR icon
525
Xencor
XNCR
$1.24B
$1.03K ﹤0.01%
+88