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
GME icon
701
GameStop
GME
$9.39B
$4.31K ﹤0.01%
+187
AMCR icon
702
Amcor
AMCR
$17.8B
$4.29K ﹤0.01%
+108
FTDR icon
703
Frontdoor
FTDR
$4.35B
$4.28K ﹤0.01%
+81
YETI icon
704
Yeti Holdings
YETI
$3.5B
$4.28K ﹤0.01%
+117
EVER icon
705
EverQuote
EVER
$672M
$4.24K ﹤0.01%
+275
UGI icon
706
UGI
UGI
$7.33B
$4.22K ﹤0.01%
+116
SNX icon
707
TD Synnex
SNX
$22.5B
$4.22K ﹤0.01%
+25
TTC icon
708
Toro Company
TTC
$8.71B
$4.21K ﹤0.01%
+45
EPAC icon
709
Enerpac Tool Group
EPAC
$1.71B
$4.16K ﹤0.01%
+114
BEPC icon
710
Brookfield Renewable
BEPC
$7.18B
$4.14K ﹤0.01%
104
+101
IAC icon
711
IAC Inc
IAC
$3.19B
$4.12K ﹤0.01%
103
+65
AN icon
712
AutoNation
AN
$6.39B
$4.1K ﹤0.01%
+21
ELV icon
713
Elevance Health
ELV
$84.5B
$4.1K ﹤0.01%
+14
NEWP
714
New Pacific Metals
NEWP
$949M
$4.06K ﹤0.01%
981
KNX icon
715
Knight Transportation
KNX
$12.6B
$4.03K ﹤0.01%
+70
ENS icon
716
EnerSys
ENS
$8.67B
$4K ﹤0.01%
+23
ECL icon
717
Ecolab
ECL
$72.1B
$3.99K ﹤0.01%
15
IEX icon
718
IDEX
IEX
$15.7B
$3.98K ﹤0.01%
+21
RS icon
719
Reliance Steel & Aluminium
RS
$20B
$3.95K ﹤0.01%
+13
PLNT icon
720
Planet Fitness
PLNT
$4.22B
$3.94K ﹤0.01%
+53
DRS icon
721
Leonardo DRS
DRS
$12.6B
$3.92K ﹤0.01%
+88
LBRT icon
722
Liberty Energy
LBRT
$5.1B
$3.89K ﹤0.01%
135
IART icon
723
Integra LifeSciences
IART
$1.22B
$3.86K ﹤0.01%
410
+397
RVTY icon
724
Revvity
RVTY
$11.2B
$3.85K ﹤0.01%
+44
HRB icon
725
H&R Block
HRB
$4.89B
$3.84K ﹤0.01%
+121