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
HWM icon
801
Howmet Aerospace
HWM
$100B
$2.54K ﹤0.01%
11
+6
TILE icon
802
Interface
TILE
$1.67B
$2.5K ﹤0.01%
100
EOG icon
803
EOG Resources
EOG
$73.8B
$2.46K ﹤0.01%
+17
DRIV icon
804
Global X Autonomous & Electric Vehicles ETF
DRIV
$488M
$2.44K ﹤0.01%
80
+1
WHR icon
805
Whirlpool
WHR
$2.66B
$2.43K ﹤0.01%
+45
FIS icon
806
Fidelity National Information Services
FIS
$22B
$2.39K ﹤0.01%
+51
FND icon
807
Floor & Decor
FND
$5.47B
$2.34K ﹤0.01%
+46
FTV icon
808
Fortive
FTV
$18.3B
$2.32K ﹤0.01%
+42
BLCN icon
809
Siren ETF Trust Siren NexGen Economy ETF
BLCN
$37.1M
$2.24K ﹤0.01%
107
MDYV icon
810
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.59B
$2.21K ﹤0.01%
26
CLB icon
811
Core Laboratories
CLB
$627M
$2.18K ﹤0.01%
130
HAFC icon
812
Hanmi Financial
HAFC
$899M
$2.16K ﹤0.01%
82
PTEN icon
813
Patterson-UTI
PTEN
$4.45B
$2.11K ﹤0.01%
195
BRKR icon
814
Bruker
BRKR
$8.72B
$2.1K ﹤0.01%
+58
HUM icon
815
Humana
HUM
$38.5B
$2.08K ﹤0.01%
+12
CRML icon
816
Critical Metals Corp
CRML
$1.76B
$2.06K ﹤0.01%
+260
HFWA icon
817
Heritage Financial
HFWA
$1.13B
$2.05K ﹤0.01%
79
-23
KMT icon
818
Kennametal
KMT
$2.56B
$2.02K ﹤0.01%
56
ASH icon
819
Ashland
ASH
$2.64B
$2K ﹤0.01%
+36
PERI icon
820
Perion Network
PERI
$321M
$2K ﹤0.01%
200
MLI icon
821
Mueller Industries
MLI
$14.4B
$1.99K ﹤0.01%
+18
EXEL icon
822
Exelixis
EXEL
$12.2B
$1.97K ﹤0.01%
+46
EGBN icon
823
Eagle Bancorp
EGBN
$819M
$1.97K ﹤0.01%
79
MAR icon
824
Marriott International
MAR
$98.6B
$1.96K ﹤0.01%
6
Z icon
825
Zillow
Z
$8.32B
$1.95K ﹤0.01%
47