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 | |
|---|---|---|---|---|---|---|
126
Morningstar
MORN
$10.8B
| $17.8K | 0.01% |
76
| – | – |
|
127
GE Aerospace
GE
$293B
| $17.2K | 0.01% |
195
| – | – |
|
128
Honeywell
HON
$136B
| $16.8K | 0.01% |
91
| – | – |
|
129
Trinity Capital
TRIN
$1.14B
| $16.7K | ﹤0.01% |
+1,200
| New | +$16.7K |
|
130
Bank of New York Mellon
BK
$73.8B
| $16.6K | ﹤0.01% |
389
| – | – |
|
131
CRH
CRH
$75.1B
| $16.1K | ﹤0.01% |
295
| – | – |
|
132
Eli Lilly
LLY
$661B
| $16.1K | ﹤0.01% |
+30
| New | +$16.1K |
|
133
Analog Devices
ADI
$120B
| $15.9K | ﹤0.01% |
91
| – | – |
|
134
Prudential Financial
PRU
$37.8B
| $15.7K | ﹤0.01% |
+165
| New | +$15.7K |
|
135
Starwood Property Trust
STWD
$7.44B
| $15.5K | ﹤0.01% |
+800
| New | +$15.5K |
|
136
IBM
IBM
$227B
| $15.5K | ﹤0.01% |
110
+1
| +0.9% | +$141 |
|
137
Vertex Pharmaceuticals
VRTX
$102B
| $15.3K | ﹤0.01% |
+44
| New | +$15.3K |
|
138
Coinbase
COIN
$77.7B
| $15.2K | ﹤0.01% |
202
| – | – |
|
139
Fiserv
FI
$74.3B
| $15.1K | ﹤0.01% |
134
| – | – |
|
140
Garmin
GRMN
$45.6B
| $14.8K | ﹤0.01% |
141
+1
| +0.7% | +$105 |
|
141
Snowflake
SNOW
$76.5B
| $14.2K | ﹤0.01% |
+93
| New | +$14.2K |
|
142
Owens Corning
OC
$12.4B
| $14.1K | ﹤0.01% |
103
-13
| -11% | -$1.77K |
|
143
Amgen
AMGN
$153B
| $14K | ﹤0.01% |
52
| – | – |
|
144
Teck Resources
TECK
$16.5B
| $13.9K | ﹤0.01% |
322
| – | – |
|
145
Otis Worldwide
OTIS
$33.6B
| $13.8K | ﹤0.01% |
172
| – | – |
|
146
Vanguard Total Stock Market ETF
VTI
$524B
| $13.8K | ﹤0.01% |
65
-19
| -23% | -$4.04K |
|
147
PayPal
PYPL
$66.5B
| $13.7K | ﹤0.01% |
+235
| New | +$13.7K |
|
148
Texas Instruments
TXN
$178B
| $13.7K | ﹤0.01% |
86
| – | – |
|
149
ConocoPhillips
COP
$118B
| $13.7K | ﹤0.01% |
114
| – | – |
|
150
Simon Property Group
SPG
$58.7B
| $13.5K | ﹤0.01% |
+125
| New | +$13.5K |
|