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
MLAB icon
576
Mesa Laboratories
MLAB
$420M
$670 ﹤0.01%
+10
HP icon
577
Helmerich & Payne
HP
$2.85B
$663 ﹤0.01%
+30
MBC icon
578
MasterBrand
MBC
$1.43B
$659 ﹤0.01%
+50
BJ icon
579
BJs Wholesale Club
BJ
$11.9B
$653 ﹤0.01%
+7
AIZ icon
580
Assurant
AIZ
$11.1B
$650 ﹤0.01%
+3
BLMN icon
581
Bloomin' Brands
BLMN
$575M
$645 ﹤0.01%
+90
CRSR icon
582
Corsair Gaming
CRSR
$688M
$642 ﹤0.01%
+72
SFL icon
583
SFL Corp
SFL
$1.19B
$614 ﹤0.01%
82
+3
FVRR icon
584
Fiverr
FVRR
$778M
$610 ﹤0.01%
25
NI icon
585
NiSource
NI
$20B
$606 ﹤0.01%
+14
REZI icon
586
Resideo Technologies
REZI
$5.05B
$605 ﹤0.01%
+14
CE icon
587
Celanese
CE
$4.55B
$589 ﹤0.01%
+14
FORM icon
588
FormFactor
FORM
$4.34B
$583 ﹤0.01%
+16
ZM icon
589
Zoom
ZM
$25B
$578 ﹤0.01%
+7
VIR icon
590
Vir Biotechnology
VIR
$783M
$577 ﹤0.01%
+101
SNAP icon
591
Snap
SNAP
$13.1B
$571 ﹤0.01%
74
SNCY icon
592
Sun Country Airlines
SNCY
$726M
$567 ﹤0.01%
+48
CVLT icon
593
Commault Systems
CVLT
$5.45B
$566 ﹤0.01%
+3
CRGY icon
594
Crescent Energy
CRGY
$2.38B
$562 ﹤0.01%
+63
DNOW icon
595
DNOW Inc
DNOW
$2.6B
$534 ﹤0.01%
+35
OGN icon
596
Organon & Co
OGN
$1.95B
$534 ﹤0.01%
+50
NDAQ icon
597
Nasdaq
NDAQ
$50.5B
$531 ﹤0.01%
+6
OXM icon
598
Oxford Industries
OXM
$602M
$527 ﹤0.01%
+13
HFRO
599
Highland Opportunities and Income Fund
HFRO
$334M
$521 ﹤0.01%
82
AEIS icon
600
Advanced Energy
AEIS
$7.96B
$510 ﹤0.01%
+3