CMA

Cedar Mountain Advisors Portfolio holdings

AUM $511M
1-Year Est. Return 13.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$300K
3 +$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

1 +$1.62M
2 +$633K
3 +$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DKS icon
601
Dick's Sporting Goods
DKS
$19.8B
$5.95K ﹤0.01%
+30
FIVE icon
602
Five Below
FIVE
$12.4B
$5.94K ﹤0.01%
+26
DLTR icon
603
Dollar Tree
DLTR
$21.3B
$5.91K ﹤0.01%
+54
HLNE icon
604
Hamilton Lane
HLNE
$3.47B
$5.87K ﹤0.01%
+59
ADBE icon
605
Adobe
ADBE
$104B
$5.83K ﹤0.01%
24
+21
AAL icon
606
American Airlines Group
AAL
$8.96B
$5.81K ﹤0.01%
541
+436
MTB icon
607
M&T Bank
MTB
$31.4B
$5.79K ﹤0.01%
+28
WST icon
608
West Pharmaceutical
WST
$22.1B
$5.76K ﹤0.01%
23
+13
PYPL icon
609
PayPal
PYPL
$37.6B
$5.76K ﹤0.01%
127
+77
CRDO icon
610
Credo Technology Group
CRDO
$38.4B
$5.73K ﹤0.01%
+61
NSA icon
611
National Storage Affiliates Trust
NSA
$3.28B
$5.7K ﹤0.01%
+151
FNB icon
612
FNB Corp
FNB
$6.12B
$5.68K ﹤0.01%
+340
HPQ icon
613
HP
HPQ
$24.1B
$5.67K ﹤0.01%
295
+161
BILL icon
614
BILL Holdings
BILL
$3.52B
$5.67K ﹤0.01%
+148
GPI icon
615
Group 1 Automotive
GPI
$3.64B
$5.62K ﹤0.01%
+17
CME icon
616
CME Group
CME
$91.4B
$5.61K ﹤0.01%
19
+2
TNL icon
617
Travel + Leisure Co
TNL
$4.4B
$5.6K ﹤0.01%
+81
BFH icon
618
Bread Financial
BFH
$3.6B
$5.54K ﹤0.01%
74
+73
SMG icon
619
ScottsMiracle-Gro
SMG
$3.34B
$5.53K ﹤0.01%
+91
FHB icon
620
First Hawaiian
FHB
$3.23B
$5.52K ﹤0.01%
+224
PNFP icon
621
Pinnacle Financial Partners Inc
PNFP
$14.2B
$5.51K ﹤0.01%
+64
FFIV icon
622
F5
FFIV
$23B
$5.5K ﹤0.01%
+19
BSV icon
623
Vanguard Short-Term Bond ETF
BSV
$44.4B
$5.49K ﹤0.01%
70
PNW icon
624
Pinnacle West Capital
PNW
$12.2B
$5.44K ﹤0.01%
+54
CHKP icon
625
Check Point Software Technologies
CHKP
$14.2B
$5.43K ﹤0.01%
38