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
DXYZ
676
Destiny Tech100
DXYZ
$1.44B
$4.69K ﹤0.01%
+175
OMC icon
677
Omnicom Group
OMC
$21.4B
$4.67K ﹤0.01%
62
SLDE
678
Slide Insurance Holdings
SLDE
$1.99B
$4.66K ﹤0.01%
+259
RAL
679
Ralliant Corp
RAL
$6.94B
$4.66K ﹤0.01%
112
+10
OPCH icon
680
Option Care Health
OPCH
$3.23B
$4.63K ﹤0.01%
+172
OKE icon
681
Oneok
OKE
$54.6B
$4.61K ﹤0.01%
+51
SAM icon
682
Boston Beer
SAM
$1.69B
$4.61K ﹤0.01%
+20
HWC icon
683
Hancock Whitney
HWC
$5.58B
$4.58K ﹤0.01%
+72
AROC icon
684
Archrock
AROC
$6B
$4.49K ﹤0.01%
+129
EWBC icon
685
East-West Bancorp
EWBC
$16.7B
$4.48K ﹤0.01%
+42
AYI icon
686
Acuity Brands
AYI
$9.44B
$4.48K ﹤0.01%
+16
CRUS icon
687
Cirrus Logic
CRUS
$8.63B
$4.48K ﹤0.01%
+31
EMR icon
688
Emerson Electric
EMR
$79.6B
$4.46K ﹤0.01%
34
+12
VLTO icon
689
Veralto
VLTO
$20.2B
$4.45K ﹤0.01%
50
+12
WWW icon
690
Wolverine World Wide
WWW
$1.39B
$4.44K ﹤0.01%
272
+258
RYTM icon
691
Rhythm Pharmaceuticals
RYTM
$5.79B
$4.43K ﹤0.01%
+51
USFR icon
692
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$4.43K ﹤0.01%
+88
STE icon
693
Steris
STE
$20.5B
$4.42K ﹤0.01%
+20
KURA icon
694
Kura Oncology
KURA
$796M
$4.41K ﹤0.01%
+542
NPKI
695
NPK International
NPKI
$1.23B
$4.41K ﹤0.01%
+304
NMIH icon
696
NMI Holdings
NMIH
$2.71B
$4.35K ﹤0.01%
+116
BN icon
697
Brookfield
BN
$102B
$4.33K ﹤0.01%
107
-190
ACM icon
698
Aecom
ACM
$9.18B
$4.33K ﹤0.01%
+51
AMT icon
699
American Tower
AMT
$86.4B
$4.32K ﹤0.01%
+25
SVC
700
Service Properties Trust
SVC
$1.11B
$4.31K ﹤0.01%
+3,183