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
TAP icon
876
Molson Coors Class B
TAP
$7.3B
$1.29K ﹤0.01%
+30
BCC icon
877
Boise Cascade
BCC
$2.44B
$1.29K ﹤0.01%
17
-2
ARCB icon
878
ArcBest
ARCB
$3.16B
$1.28K ﹤0.01%
13
NIO icon
879
NIO
NIO
$15.1B
$1.28K ﹤0.01%
212
SFL icon
880
SFL Corp
SFL
$1.49B
$1.25K ﹤0.01%
116
+32
HOOD icon
881
Robinhood
HOOD
$79.4B
$1.25K ﹤0.01%
18
WGO icon
882
Winnebago Industries
WGO
$828M
$1.21K ﹤0.01%
39
KMI icon
883
Kinder Morgan
KMI
$69.9B
$1.21K ﹤0.01%
+36
CCS icon
884
Century Communities
CCS
$1.57B
$1.21K ﹤0.01%
21
CUBI icon
885
Customers Bancorp
CUBI
$2.51B
$1.18K ﹤0.01%
17
-19
AAP icon
886
Advance Auto Parts
AAP
$3.48B
$1.16K ﹤0.01%
22
+9
AVB icon
887
AvalonBay Communities
AVB
$26B
$1.14K ﹤0.01%
7
PAGP icon
888
Plains GP Holdings
PAGP
$4.93B
$1.14K ﹤0.01%
+47
EPD icon
889
Enterprise Products Partners
EPD
$81.6B
$1.14K ﹤0.01%
+30
DCH
890
Dauch Corp
DCH
$1.55B
$1.13K ﹤0.01%
190
KMX icon
891
CarMax
KMX
$6.23B
$1.12K ﹤0.01%
27
BTU icon
892
Peabody Energy
BTU
$3.61B
$1.12K ﹤0.01%
34
LUMN icon
893
Lumen
LUMN
$10.9B
$1.12K ﹤0.01%
161
-25
XPEL icon
894
XPEL
XPEL
$1.23B
$1.11K ﹤0.01%
25
DCI icon
895
Donaldson
DCI
$9.92B
$1.1K ﹤0.01%
13
RCL icon
896
Royal Caribbean
RCL
$78B
$1.1K ﹤0.01%
4
AWK icon
897
American Water Works
AWK
$24.2B
$1.09K ﹤0.01%
8
VSTS icon
898
Vestis
VSTS
$1.69B
$1.08K ﹤0.01%
138
HP icon
899
Helmerich & Payne
HP
$3.93B
$1.08K ﹤0.01%
30
GSL icon
900
Global Ship Lease
GSL
$1.35B
$1.08K ﹤0.01%
+29