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
PSA icon
626
Public Storage
PSA
$53.5B
$5.42K ﹤0.01%
20
+16
QRVO icon
627
Qorvo
QRVO
$9.14B
$5.42K ﹤0.01%
+70
CBSH icon
628
Commerce Bancshares
CBSH
$7.49B
$5.41K ﹤0.01%
110
MRSH
629
Marsh
MRSH
$75.7B
$5.38K ﹤0.01%
31
+4
RGLD icon
630
Royal Gold
RGLD
$18.4B
$5.34K ﹤0.01%
+21
PII icon
631
Polaris
PII
$3.86B
$5.34K ﹤0.01%
+98
LIVN icon
632
LivaNova
LIVN
$3.95B
$5.34K ﹤0.01%
+84
WAL icon
633
Western Alliance Bancorporation
WAL
$8.52B
$5.31K ﹤0.01%
+75
ACGL icon
634
Arch Capital
ACGL
$30.7B
$5.28K ﹤0.01%
+55
GVA icon
635
Granite Construction
GVA
$6.03B
$5.28K ﹤0.01%
+44
SATS icon
636
EchoStar
SATS
$36.1B
$5.27K ﹤0.01%
+45
WPM icon
637
Wheaton Precious Metals
WPM
$57.5B
$5.24K ﹤0.01%
+40
MMSI icon
638
Merit Medical Systems
MMSI
$3.62B
$5.24K ﹤0.01%
+76
HAL icon
639
Halliburton
HAL
$33.9B
$5.22K ﹤0.01%
+134
IEO icon
640
iShares US Oil & Gas Exploration & Production ETF
IEO
$561M
$5.22K ﹤0.01%
42
BCE icon
641
BCE
BCE
$23.1B
$5.2K ﹤0.01%
206
PRGO icon
642
Perrigo
PRGO
$1.43B
$5.17K ﹤0.01%
481
+480
U icon
643
Unity
U
$12.9B
$5.16K ﹤0.01%
+235
AMBA icon
644
Ambarella
AMBA
$3.29B
$5.15K ﹤0.01%
100
SNOW icon
645
Snowflake
SNOW
$86.1B
$5.13K ﹤0.01%
34
+7
CHRD icon
646
Chord Energy
CHRD
$7.94B
$5.12K ﹤0.01%
+36
MGPI icon
647
MGP Ingredients
MGPI
$358M
$5.11K ﹤0.01%
+278
SXT icon
648
Sensient Technologies
SXT
$4.85B
$5.1K ﹤0.01%
+59
JHG icon
649
Janus Henderson
JHG
$7.97B
$5.09K ﹤0.01%
+99
OLLI icon
650
Ollie's Bargain Outlet
OLLI
$4.9B
$5.06K ﹤0.01%
+55