CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$511M
1-Year Est. Return
13.33%
This Fund
S&P 500
1 Year Est. Return
+13.33%
AUM
$518M
AUM Growth
+$4.77M
(+0.93%)
Holding
804
Top Buys
| 1 | +$452K | |
| 2 | +$328K | |
| 3 | +$252K | |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$241K |
| 5 |
Vanguard Financials ETF
VFH
|
+$238K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$671K | |
| 3 | +$453K | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$427K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$425K |
Sector Composition
| 1 | Technology | 2.52% |
| 2 | Industrials | 0.73% |
| 3 | Consumer Discretionary | 0.68% |
| 4 | Financials | 0.45% |
| 5 | Consumer Staples | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BMNR
801
BitMine Immersion Technologies
BMNR
$12.5B
| – | – |
-130
|
|
||
802
Adient
ADNT
$1.77B
| – | – |
-37
|
|
||
|
IGD
803
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$481M
| – | – |
-2,740
|
|
||
804
Marathon Digital Holdings
MARA
$5.07B
| – | – |
-42
|
|