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
UAA icon
851
Under Armour
UAA
$2.31B
$1.57K ﹤0.01%
+265
GNK icon
852
Genco Shipping & Trading
GNK
$1.05B
$1.56K ﹤0.01%
+69
NX icon
853
Quanex
NX
$845M
$1.53K ﹤0.01%
85
DCOM icon
854
Dime Community Bancshares
DCOM
$1.64B
$1.52K ﹤0.01%
45
ARWR icon
855
Arrowhead Research
ARWR
$9.98B
$1.5K ﹤0.01%
24
-14
BILS icon
856
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
$1.49K ﹤0.01%
+15
TTMI icon
857
TTM Technologies
TTMI
$18.7B
$1.46K ﹤0.01%
15
TRST
858
Trustco Bank Corp NY
TRST
$910M
$1.45K ﹤0.01%
33
NET icon
859
Cloudflare
NET
$96.4B
$1.44K ﹤0.01%
7
MYRG icon
860
MYR Group
MYRG
$7.01B
$1.41K ﹤0.01%
5
ORLY icon
861
O'Reilly Automotive
ORLY
$71.5B
$1.39K ﹤0.01%
15
SITM icon
862
SiTime
SITM
$18.5B
$1.38K ﹤0.01%
4
BABA icon
863
Alibaba
BABA
$314B
$1.38K ﹤0.01%
11
FLNC icon
864
Fluence Energy
FLNC
$3.71B
$1.38K ﹤0.01%
100
JPST icon
865
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
$1.37K ﹤0.01%
+27
CFFN icon
866
Capitol Federal Financial
CFFN
$978M
$1.35K ﹤0.01%
190
KOP icon
867
Koppers
KOP
$817M
$1.35K ﹤0.01%
35
-6
ENB icon
868
Enbridge
ENB
$123B
$1.35K ﹤0.01%
25
ITRI icon
869
Itron
ITRI
$3.72B
$1.34K ﹤0.01%
15
ECPG icon
870
Encore Capital Group
ECPG
$1.67B
$1.33K ﹤0.01%
19
CHWY icon
871
Chewy
CHWY
$8.78B
$1.32K ﹤0.01%
49
CMS icon
872
CMS Energy
CMS
$22.2B
$1.32K ﹤0.01%
17
VB icon
873
Vanguard Small-Cap ETF
VB
$79.2B
$1.31K ﹤0.01%
5
MCO icon
874
Moody's
MCO
$79.2B
$1.31K ﹤0.01%
3
ECG
875
Everus Construction Group
ECG
$7.7B
$1.3K ﹤0.01%
11
33 34
35
36 37