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
HLX icon
1076
Helix Energy Solutions
HLX
$1.43B
$277 ﹤0.01%
28
DD icon
1077
DuPont de Nemours
DD
$19.7B
$275 ﹤0.01%
+6
NEOG icon
1078
Neogen
NEOG
$1.9B
$269 ﹤0.01%
29
+28
MAN icon
1079
ManpowerGroup
MAN
$1.47B
$265 ﹤0.01%
9
OUT icon
1080
Outfront Media
OUT
$5.54B
$265 ﹤0.01%
+10
SHAK icon
1081
Shake Shack
SHAK
$2.3B
$265 ﹤0.01%
+3
GBX icon
1082
The Greenbrier Companies
GBX
$1.45B
$263 ﹤0.01%
5
SANM icon
1083
Sanmina
SANM
$14.9B
$259 ﹤0.01%
2
-2
ICUI icon
1084
ICU Medical
ICUI
$3.26B
$258 ﹤0.01%
+2
VCEL icon
1085
Vericel Corp
VCEL
$1.76B
$257 ﹤0.01%
8
+7
FVRR icon
1086
Fiverr
FVRR
$380M
$251 ﹤0.01%
25
KWR icon
1087
Quaker Houghton
KWR
$2.5B
$248 ﹤0.01%
2
AMWD
1088
DELISTED
American Woodmark
AMWD
$239 ﹤0.01%
+6
LNN icon
1089
Lindsay Corp
LNN
$1.18B
$238 ﹤0.01%
2
SKT icon
1090
Tanger
SKT
$4.13B
$238 ﹤0.01%
+7
INTA icon
1091
Intapp
INTA
$1.93B
$231 ﹤0.01%
9
TNDM icon
1092
Tandem Diabetes Care
TNDM
$1.27B
$230 ﹤0.01%
12
-8
PRLB icon
1093
Protolabs
PRLB
$1.86B
$228 ﹤0.01%
4
CTRE icon
1094
CareTrust REIT
CTRE
$9.15B
$220 ﹤0.01%
+6
DV icon
1095
DoubleVerify
DV
$1.63B
$209 ﹤0.01%
+22
LPG icon
1096
Dorian LPG
LPG
$1.75B
$205 ﹤0.01%
6
COLL icon
1097
Collegium Pharmaceutical
COLL
$989M
$198 ﹤0.01%
+6
UFPT icon
1098
UFP Technologies
UFPT
$1.67B
$194 ﹤0.01%
+1
JOE icon
1099
St. Joe Company
JOE
$3.65B
$188 ﹤0.01%
+3
OCGN icon
1100
Ocugen
OCGN
$454M
$181 ﹤0.01%
100