CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
This Quarter Return
-3.07%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(-3.1%)
Cap. Flow
+$166K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
80.75%
Holding
336
New
24
Increased
55
Reduced
43
Closed
16
Top Buys
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
$1.49M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$104K |
| 3 |
Amazon
AMZN
|
$97.9K |
| 4 |
SPDR Portfolio Europe ETF
SPEU
|
$92K |
| 5 |
Vanguard Financials ETF
VFH
|
$90.8K |
Top Sells
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Industrials | 0.78% |
| 3 | Consumer Discretionary | 0.74% |
| 4 | Consumer Staples | 0.43% |
| 5 | Financials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Curtiss-Wright
CW
$18B
| $25K | 0.01% |
128
| – | – |
|
102
iShares US Oil & Gas Exploration & Production ETF
IEO
$472M
| $24.9K | 0.01% |
+255
| New | +$24.9K |
|
103
Avista
AVA
$2.95B
| $24.9K | 0.01% |
768
| – | – |
|
104
Dow Inc
DOW
$17B
| $24.5K | 0.01% |
+475
| New | +$24.5K |
|
105
iShares US Aerospace & Defense ETF
ITA
$9.25B
| $24.3K | 0.01% |
229
| – | – |
|
106
Deere & Co
DE
$127B
| $23.8K | 0.01% |
+63
| New | +$23.8K |
|
107
Devon Energy
DVN
$22.3B
| $22.7K | 0.01% |
+475
| New | +$22.7K |
|
108
Macy's
M
$4.42B
| $22.6K | 0.01% |
1,946
+20
| +1% | +$232 |
|
109
Salesforce
CRM
$245B
| $22.5K | 0.01% |
111
| – | – |
|
110
Accenture
ACN
$158B
| $22.4K | 0.01% |
73
| – | – |
|
111
ATI
ATI
$10.5B
| $22K | 0.01% |
535
| – | – |
|
112
iShares US Medical Devices ETF
IHI
$4.27B
| $21.8K | 0.01% |
+450
| New | +$21.8K |
|
113
Thermo Fisher Scientific
TMO
$183B
| $21.8K | 0.01% |
43
-11
| -20% | -$5.57K |
|
114
Charles Schwab
SCHW
$175B
| $21.5K | 0.01% |
392
+1
| +0.3% | +$55 |
|
115
ProShares Bitcoin Strategy ETF
BITO
$2.65B
| $21.1K | 0.01% |
1,528
+31
| +2% | +$428 |
|
116
Kemper
KMPR
$3.38B
| $21K | 0.01% |
500
| – | – |
|
117
iShares Morningstar US Equity ETF
ILCB
$1.1B
| $20.4K | 0.01% |
346
| – | – |
|
118
Fortinet
FTNT
$58.7B
| $20K | 0.01% |
340
| – | – |
|
119
Sherwin-Williams
SHW
$90.5B
| $19.9K | 0.01% |
78
| – | – |
|
120
Carrier Global
CARR
$53.2B
| $19.1K | 0.01% |
345
| – | – |
|
121
Travelers Companies
TRV
$62.3B
| $18.9K | 0.01% |
116
-69
| -37% | -$11.3K |
|
122
Abbott
ABT
$230B
| $18.9K | 0.01% |
196
+1
| +0.5% | +$97 |
|
123
Ford
F
$46.2B
| $18.6K | 0.01% |
1,500
| – | – |
|
124
Generac Holdings
GNRC
$10.3B
| $18.5K | 0.01% |
+170
| New | +$18.5K |
|
125
Viatris
VTRS
$12.3B
| $18K | 0.01% |
1,822
+1
| +0.1% | +$10 |
|