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
GKOS icon
901
Glaukos
GKOS
$6.51B
$1.08K ﹤0.01%
10
+6
VSNT
902
Versant Media Group
VSNT
$5.87B
$1.07K ﹤0.01%
+29
CRI icon
903
Carter's
CRI
$1.47B
$1.07K ﹤0.01%
30
BTSG icon
904
BrightSpring Health Services
BTSG
$11.5B
$1.06K ﹤0.01%
25
LION icon
905
Lionsgate Studios
LION
$4.01B
$1.06K ﹤0.01%
111
KD icon
906
Kyndryl
KD
$2.77B
$1.06K ﹤0.01%
81
XNCR icon
907
Xencor
XNCR
$831M
$1.06K ﹤0.01%
88
WRB icon
908
W.R. Berkley
WRB
$24.3B
$1.06K ﹤0.01%
16
CART icon
909
Maplebear
CART
$9.58B
$1.05K ﹤0.01%
28
ASO icon
910
Academy Sports + Outdoors
ASO
$3.31B
$1.02K ﹤0.01%
18
SCVL icon
911
Shoe Carnival
SCVL
$478M
$1.01K ﹤0.01%
65
UPBD icon
912
Upbound Group
UPBD
$1.08B
$1.01K ﹤0.01%
56
CASH icon
913
Pathward Financial
CASH
$1.72B
$982 ﹤0.01%
11
+7
ZS icon
914
Zscaler
ZS
$23.3B
$982 ﹤0.01%
7
DXPE icon
915
DXP Enterprises
DXPE
$2.38B
$978 ﹤0.01%
7
ALGT icon
916
Allegiant Air
ALGT
$2.36B
$972 ﹤0.01%
12
MKC icon
917
McCormick & Company Non-Voting
MKC
$12.4B
$958 ﹤0.01%
19
CTS icon
918
CTS Corp
CTS
$1.91B
$955 ﹤0.01%
20
FMC icon
919
FMC
FMC
$1.64B
$947 ﹤0.01%
55
-46
CC icon
920
Chemours
CC
$3.5B
$947 ﹤0.01%
43
P
921
Everpure Inc
P
$27.6B
$945 ﹤0.01%
16
ESI icon
922
Element Solutions
ESI
$10.4B
$922 ﹤0.01%
27
+26
OUST icon
923
Ouster
OUST
$2.93B
$919 ﹤0.01%
50
SNCY
924
DELISTED
Sun Country Airlines
SNCY
$909 ﹤0.01%
55
VIR icon
925
Vir Biotechnology
VIR
$1.47B
$905 ﹤0.01%
101