CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
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
COHR icon
526
Coherent
COHR
$64.7B
$923 ﹤0.01%
+5
VSTS icon
527
Vestis
VSTS
$1.3B
$920 ﹤0.01%
+138
RDDT icon
528
Reddit
RDDT
$31.3B
$919 ﹤0.01%
4
MBC icon
529
MasterBrand
MBC
$1.15B
$905 ﹤0.01%
82
+32
LDOS icon
530
Leidos
LDOS
$19.5B
$902 ﹤0.01%
5
RUN icon
531
Sunrun
RUN
$2.92B
$902 ﹤0.01%
49
ASO icon
532
Academy Sports + Outdoors
ASO
$3.77B
$899 ﹤0.01%
18
CYBR
533
DELISTED
CyberArk
CYBR
$892 ﹤0.01%
2
WSC icon
534
WillScot Mobile Mini Holdings
WSC
$3.66B
$885 ﹤0.01%
47
-25
CNR
535
Core Natural Resources Inc
CNR
$4.36B
$885 ﹤0.01%
10
+7
CSW
536
CSW Industrials
CSW
$4.78B
$881 ﹤0.01%
3
+2
REZI icon
537
Resideo Technologies
REZI
$6.09B
$878 ﹤0.01%
25
+11
GLW icon
538
Corning
GLW
$141B
$876 ﹤0.01%
10
PI icon
539
Impinj
PI
$3.39B
$870 ﹤0.01%
5
+3
MNRO icon
540
Monro
MNRO
$536M
$862 ﹤0.01%
43
+16
HP icon
541
Helmerich & Payne
HP
$3.42B
$860 ﹤0.01%
30
CTS icon
542
CTS Corp
CTS
$1.58B
$857 ﹤0.01%
+20
KAI icon
543
Kadant
KAI
$3.92B
$855 ﹤0.01%
+3
CE icon
544
Celanese
CE
$6.94B
$846 ﹤0.01%
20
+6
SKY icon
545
Champion Homes
SKY
$4.5B
$845 ﹤0.01%
10
+9
WTFC icon
546
Wintrust Financial
WTFC
$9.99B
$839 ﹤0.01%
6
MAA icon
547
Mid-America Apartment Communities
MAA
$14.9B
$833 ﹤0.01%
6
DDOG icon
548
Datadog
DDOG
$44.8B
$816 ﹤0.01%
+6
URI icon
549
United Rentals
URI
$50.1B
$809 ﹤0.01%
1
-33
HZO icon
550
MarineMax
HZO
$673M
$800 ﹤0.01%
33
-36