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
BJ icon
576
BJs Wholesale Club
BJ
$13.1B
$630 ﹤0.01%
7
AEIS icon
577
Advanced Energy
AEIS
$12.2B
$628 ﹤0.01%
3
FWRD icon
578
Forward Air
FWRD
$778M
$625 ﹤0.01%
25
-3
AESI icon
579
Atlas Energy Solutions
AESI
$1.2B
$612 ﹤0.01%
65
-39
VIR icon
580
Vir Biotechnology
VIR
$1.45B
$609 ﹤0.01%
101
ZM icon
581
Zoom
ZM
$22.4B
$604 ﹤0.01%
7
JBTM
582
JBT Marel
JBTM
$7.99B
$603 ﹤0.01%
+4
AMR icon
583
Alpha Metallurgical Resources
AMR
$2.24B
$600 ﹤0.01%
3
+2
SANM icon
584
Sanmina
SANM
$7.73B
$600 ﹤0.01%
+4
SNAP icon
585
Snap
SNAP
$8.93B
$597 ﹤0.01%
74
NOK icon
586
Nokia
NOK
$46.1B
$595 ﹤0.01%
92
CVCO icon
587
Cavco Industries
CVCO
$4.36B
$591 ﹤0.01%
+1
VSAT icon
588
Viasat
VSAT
$6.28B
$586 ﹤0.01%
17
+2
NI icon
589
NiSource
NI
$22.3B
$585 ﹤0.01%
14
NDAQ icon
590
Nasdaq
NDAQ
$49.8B
$583 ﹤0.01%
6
WRLD icon
591
World Acceptance Corp
WRLD
$694M
$562 ﹤0.01%
+4
NVRI icon
592
Enviri
NVRI
$1.44B
$556 ﹤0.01%
31
SLG icon
593
SL Green Realty
SLG
$2.76B
$550 ﹤0.01%
+12
SSTK icon
594
Shutterstock
SSTK
$592M
$535 ﹤0.01%
+28
CBRL icon
595
Cracker Barrel
CBRL
$688M
$533 ﹤0.01%
+21
BOOT icon
596
Boot Barn
BOOT
$5.64B
$529 ﹤0.01%
3
CLSK icon
597
CleanSpark
CLSK
$2.64B
$526 ﹤0.01%
52
+21
RCUS icon
598
Arcus Biosciences
RCUS
$2.73B
$524 ﹤0.01%
22
PSLV icon
599
Sprott Physical Silver Trust
PSLV
$17.7B
$520 ﹤0.01%
+22
CCOI icon
600
Cogent Communications
CCOI
$1.08B
$517 ﹤0.01%
+24