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
FOXA icon
726
Fox Class A
FOXA
$27.6B
$3.8K ﹤0.01%
+65
NBTB icon
727
NBT Bancorp
NBTB
$2.42B
$3.79K ﹤0.01%
+89
MRP
728
Millrose Properties Inc
MRP
$4.62B
$3.78K ﹤0.01%
+135
SSD icon
729
Simpson Manufacturing
SSD
$7.73B
$3.78K ﹤0.01%
+22
TYL icon
730
Tyler Technologies
TYL
$12.9B
$3.77K ﹤0.01%
+11
KNSL icon
731
Kinsale Capital Group
KNSL
$6.81B
$3.76K ﹤0.01%
+11
TT icon
732
Trane Technologies
TT
$101B
$3.75K ﹤0.01%
9
ADUS icon
733
Addus HomeCare
ADUS
$1.69B
$3.75K ﹤0.01%
+40
RDNT icon
734
RadNet
RDNT
$4.27B
$3.75K ﹤0.01%
+67
REYN icon
735
Reynolds Consumer Products
REYN
$4.55B
$3.71K ﹤0.01%
+175
PK icon
736
Park Hotels & Resorts
PK
$2.69B
$3.7K ﹤0.01%
+351
TXNM
737
TXNM Energy Inc
TXNM
$6.56B
$3.68K ﹤0.01%
+63
OSK icon
738
Oshkosh
OSK
$8.22B
$3.68K ﹤0.01%
+25
CXT icon
739
Crane NXT
CXT
$2.1B
$3.61K ﹤0.01%
+89
MIDD icon
740
Middleby
MIDD
$7.05B
$3.58K ﹤0.01%
+27
BLMN icon
741
Bloomin' Brands
BLMN
$669M
$3.56K ﹤0.01%
659
+583
TEL icon
742
TE Connectivity
TEL
$62.7B
$3.55K ﹤0.01%
17
ATR icon
743
AptarGroup
ATR
$7.16B
$3.53K ﹤0.01%
+28
CLOV icon
744
Clover Health Investments
CLOV
$1.96B
$3.52K ﹤0.01%
2,000
PAAS icon
745
Pan American Silver
PAAS
$23.3B
$3.5K ﹤0.01%
64
FBRT
746
Franklin BSP Realty Trust
FBRT
$646M
$3.47K ﹤0.01%
+409
EXPE icon
747
Expedia Group
EXPE
$27.2B
$3.46K ﹤0.01%
+15
HIW icon
748
Highwoods Properties
HIW
$2.96B
$3.45K ﹤0.01%
+161
KRC icon
749
Kilroy Realty
KRC
$4.06B
$3.44K ﹤0.01%
+122
QUBT icon
750
Quantum Computing Inc
QUBT
$2.76B
$3.42K ﹤0.01%
500