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
SLI
601
Standard Lithium
SLI
$1.06B
$506 ﹤0.01%
150
BFH icon
602
Bread Financial
BFH
$3.16B
$502 ﹤0.01%
+9
TWLO icon
603
Twilio
TWLO
$19.7B
$500 ﹤0.01%
+5
VICR icon
604
Vicor
VICR
$4.07B
$497 ﹤0.01%
+10
BOOT icon
605
Boot Barn
BOOT
$5.92B
$497 ﹤0.01%
+3
MNRO icon
606
Monro
MNRO
$568M
$485 ﹤0.01%
+27
UA icon
607
Under Armour Class C
UA
$1.84B
$483 ﹤0.01%
+100
CRI icon
608
Carter's
CRI
$1.15B
$480 ﹤0.01%
+17
APOG icon
609
Apogee Enterprises
APOG
$796M
$479 ﹤0.01%
+11
BRBR icon
610
BellRing Brands
BRBR
$3.69B
$473 ﹤0.01%
+13
COHU icon
611
Cohu
COHU
$1.13B
$468 ﹤0.01%
+23
SRPT icon
612
Sarepta Therapeutics
SRPT
$2.14B
$462 ﹤0.01%
+24
OKTA icon
613
Okta
OKTA
$14.4B
$459 ﹤0.01%
+5
CLSK icon
614
CleanSpark
CLSK
$3.5B
$450 ﹤0.01%
+31
NOK icon
615
Nokia
NOK
$34.3B
$443 ﹤0.01%
92
VSAT icon
616
Viasat
VSAT
$4.54B
$440 ﹤0.01%
+15
EYE icon
617
National Vision
EYE
$2.21B
$438 ﹤0.01%
+15
ALGT icon
618
Allegiant Air
ALGT
$1.42B
$425 ﹤0.01%
+7
ALK icon
619
Alaska Air
ALK
$4.95B
$398 ﹤0.01%
+8
NVRI icon
620
Enviri
NVRI
$1.48B
$393 ﹤0.01%
+31
NGVT icon
621
Ingevity
NGVT
$1.86B
$386 ﹤0.01%
+7
FTRE icon
622
Fortrea Holdings
FTRE
$1.18B
$370 ﹤0.01%
+44
INTA icon
623
Intapp
INTA
$3.54B
$368 ﹤0.01%
+9
PLUG icon
624
Plug Power
PLUG
$2.94B
$363 ﹤0.01%
156
PI icon
625
Impinj
PI
$5.06B
$362 ﹤0.01%
+2