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
GEHC icon
751
GE HealthCare
GEHC
$28.2B
$3.42K ﹤0.01%
48
SLGN icon
752
Silgan Holdings
SLGN
$3.89B
$3.41K ﹤0.01%
+88
DJT icon
753
Trump Media & Technology Group
DJT
$2.5B
$3.41K ﹤0.01%
+367
PDP icon
754
Invesco Dorsey Wright Momentum ETF
PDP
$1.57B
$3.4K ﹤0.01%
28
AZO icon
755
AutoZone
AZO
$49.6B
$3.38K ﹤0.01%
+1
SJM icon
756
J.M. Smucker
SJM
$10.7B
$3.38K ﹤0.01%
+35
JLL icon
757
Jones Lang LaSalle
JLL
$13.7B
$3.35K ﹤0.01%
+11
ZBRA icon
758
Zebra Technologies
ZBRA
$12.1B
$3.35K ﹤0.01%
+16
NCNO icon
759
nCino
NCNO
$1.82B
$3.34K ﹤0.01%
+223
JKHY icon
760
Jack Henry & Associates
JKHY
$9.67B
$3.32K ﹤0.01%
+21
ORI icon
761
Old Republic International
ORI
$9.04B
$3.31K ﹤0.01%
+83
ADT icon
762
ADT
ADT
$5.16B
$3.29K ﹤0.01%
+501
DEO icon
763
Diageo
DEO
$44.1B
$3.28K ﹤0.01%
44
CARG icon
764
CarGurus
CARG
$2.58B
$3.27K ﹤0.01%
+96
GTLB icon
765
GitLab
GTLB
$5.37B
$3.25K ﹤0.01%
150
WRBY icon
766
Warby Parker
WRBY
$3.08B
$3.25K ﹤0.01%
+154
DG icon
767
Dollar General
DG
$23.4B
$3.21K ﹤0.01%
+27
SOLS
768
Solstice Advanced Materials
SOLS
$13.9B
$3.2K ﹤0.01%
42
+8
ITW icon
769
Illinois Tool Works
ITW
$71.5B
$3.12K ﹤0.01%
12
SWKS icon
770
Skyworks Solutions
SWKS
$11.9B
$3.11K ﹤0.01%
+58
OLN icon
771
Olin
OLN
$2.95B
$3.09K ﹤0.01%
+104
AFRM icon
772
Affirm
AFRM
$23.8B
$3.07K ﹤0.01%
+67
ALV icon
773
Autoliv
ALV
$9.86B
$3.05K ﹤0.01%
+29
AEM icon
774
Agnico Eagle Mines
AEM
$89.5B
$3.04K ﹤0.01%
15
MSI icon
775
Motorola Solutions
MSI
$69B
$3.04K ﹤0.01%
+7