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
VRT icon
776
Vertiv
VRT
$128B
$3.01K ﹤0.01%
12
COLM icon
777
Columbia Sportswear
COLM
$3.4B
$3K ﹤0.01%
55
+1
SLVM icon
778
Sylvamo
SLVM
$1.54B
$3K ﹤0.01%
71
+70
WAT icon
779
Waters Corp
WAT
$36.5B
$2.98K ﹤0.01%
+10
RBA icon
780
RB Global
RBA
$19.5B
$2.97K ﹤0.01%
+31
NTR icon
781
Nutrien
NTR
$32.9B
$2.94K ﹤0.01%
39
FLO icon
782
Flowers Foods
FLO
$1.57B
$2.92K ﹤0.01%
+358
MOS icon
783
The Mosaic Company
MOS
$7.41B
$2.91K ﹤0.01%
+114
ALK icon
784
Alaska Air
ALK
$4.89B
$2.91K ﹤0.01%
79
+71
AES icon
785
AES
AES
$10.5B
$2.86K ﹤0.01%
203
+1
COO icon
786
Cooper Companies
COO
$11.6B
$2.86K ﹤0.01%
+40
IOSP icon
787
Innospec
IOSP
$2.01B
$2.85K ﹤0.01%
+39
QGEN icon
788
Qiagen
QGEN
$7.36B
$2.84K ﹤0.01%
+71
W icon
789
Wayfair
W
$9.55B
$2.71K ﹤0.01%
+36
CALY
790
Callaway Golf Company
CALY
$2.71B
$2.7K ﹤0.01%
195
PKST
791
DELISTED
Peakstone Realty Trust
PKST
$2.69K ﹤0.01%
129
EQH icon
792
Equitable Holdings
EQH
$11.7B
$2.67K ﹤0.01%
+72
DNN icon
793
Denison Mines
DNN
$3.32B
$2.64K ﹤0.01%
749
PLD icon
794
Prologis
PLD
$131B
$2.64K ﹤0.01%
20
CL icon
795
Colgate-Palmolive
CL
$70.6B
$2.64K ﹤0.01%
31
ZTS icon
796
Zoetis
ZTS
$32B
$2.6K ﹤0.01%
22
MDYG icon
797
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.84B
$2.59K ﹤0.01%
27
FISV
798
Fiserv Inc
FISV
$30.1B
$2.57K ﹤0.01%
46
+40
UPST icon
799
Upstart Holdings
UPST
$3.1B
$2.56K ﹤0.01%
100
UCTT
800
Ultra Clean Holdings
UCTT
$4.04B
$2.55K ﹤0.01%
41