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
KRMN
651
Karman Holdings
KRMN
$7.08B
$5.04K ﹤0.01%
+63
DXCM icon
652
DexCom
DXCM
$28.1B
$5.02K ﹤0.01%
+80
XYL icon
653
Xylem
XYL
$26.2B
$5.02K ﹤0.01%
+42
PRI icon
654
Primerica
PRI
$7.98B
$5.01K ﹤0.01%
+20
OI icon
655
O-I Glass
OI
$1.23B
$4.99K ﹤0.01%
+475
SON icon
656
Sonoco
SON
$4.84B
$4.98K ﹤0.01%
+92
UHAL icon
657
U-Haul Holding Co
UHAL
$10.6B
$4.97K ﹤0.01%
104
LIN icon
658
Linde
LIN
$235B
$4.96K ﹤0.01%
10
+1
TXRH icon
659
Texas Roadhouse
TXRH
$11.2B
$4.95K ﹤0.01%
+30
BIIB icon
660
Biogen
BIIB
$28B
$4.95K ﹤0.01%
+27
AZN icon
661
AstraZeneca
AZN
$273B
$4.93K ﹤0.01%
25
-20
EQIX icon
662
Equinix
EQIX
$109B
$4.9K ﹤0.01%
+5
BKH icon
663
Black Hills Corp
BKH
$5.45B
$4.86K ﹤0.01%
+70
SPOT icon
664
Spotify
SPOT
$101B
$4.85K ﹤0.01%
10
+2
PODD icon
665
Insulet
PODD
$9.92B
$4.83K ﹤0.01%
23
+14
PENN icon
666
PENN Entertainment
PENN
$2.66B
$4.83K ﹤0.01%
+321
ROBO icon
667
ROBO Global Robotics & Automation Index ETF
ROBO
$2.04B
$4.83K ﹤0.01%
71
-141
DXC icon
668
DXC Technology
DXC
$1.5B
$4.81K ﹤0.01%
+383
ONCY
669
Oncolytics Biotech
ONCY
$109M
$4.8K ﹤0.01%
5,651
IEZ icon
670
iShares US Oil Equipment & Services ETF
IEZ
$655M
$4.78K ﹤0.01%
165
AA icon
671
Alcoa
AA
$21.6B
$4.78K ﹤0.01%
+72
LYFT icon
672
Lyft
LYFT
$5.31B
$4.76K ﹤0.01%
+358
UWMC icon
673
UWM Holdings
UWMC
$960M
$4.75K ﹤0.01%
1,312
+816
HLI icon
674
Houlihan Lokey
HLI
$9.35B
$4.74K ﹤0.01%
+33
WH icon
675
Wyndham Hotels & Resorts
WH
$6.08B
$4.71K ﹤0.01%
+58
25 26
27
28 29