CMA

Cedar Mountain Advisors Portfolio holdings

AUM $518M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$328K
3 +$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

1 +$1.26M
2 +$671K
3 +$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
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
MMM icon
101
3M
MMM
$85B
$64.7K 0.01%
404
CVX icon
102
Chevron
CVX
$374B
$61.7K 0.01%
405
ATI icon
103
ATI
ATI
$22.8B
$61.4K 0.01%
535
BLK icon
104
Blackrock
BLK
$166B
$60K 0.01%
56
XLV icon
105
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$58.5K 0.01%
378
BOND icon
106
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.54B
$58.2K 0.01%
626
+9
ED icon
107
Consolidated Edison
ED
$40.5B
$58.2K 0.01%
586
ITA icon
108
iShares US Aerospace & Defense ETF
ITA
$16B
$57.9K 0.01%
269
AEE icon
109
Ameren
AEE
$31.2B
$57.5K 0.01%
576
IEI icon
110
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$56.9K 0.01%
477
IWO icon
111
iShares Russell 2000 Growth ETF
IWO
$13B
$56.9K 0.01%
176
IWN icon
112
iShares Russell 2000 Value ETF
IWN
$12.8B
$56.7K 0.01%
313
SHY icon
113
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$55.7K 0.01%
673
IJT icon
114
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.79B
$53.6K 0.01%
380
+1
GEV icon
115
GE Vernova
GEV
$227B
$50.4K 0.01%
77
+3
ISCV icon
116
iShares Morningstar Small-Cap Value ETF
ISCV
$614M
$49.8K 0.01%
727
JPLD icon
117
JPMorgan Limited Duration Bond ETF
JPLD
$3.57B
$49.8K 0.01%
+951
IWR icon
118
iShares Russell Mid-Cap ETF
IWR
$48.9B
$49K 0.01%
509
VZ icon
119
Verizon
VZ
$215B
$48.7K 0.01%
1,197
+15
COF icon
120
Capital One
COF
$121B
$48.2K 0.01%
199
+12
M icon
121
Macy's
M
$5B
$47.5K 0.01%
2,155
+22
BROS icon
122
Dutch Bros
BROS
$6.76B
$45.4K 0.01%
741
CRWV
123
CoreWeave Inc
CRWV
$38.5B
$44.8K 0.01%
625
+305
NSC icon
124
Norfolk Southern
NSC
$71.3B
$43.3K 0.01%
150
SCHW icon
125
Charles Schwab
SCHW
$170B
$42.5K 0.01%
426
+1