CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
-2.34%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$446M
AUM Growth
-$8.66M
(-1.9%)
Cap. Flow
+$3.96M
Cap. Flow
% of AUM
0.89%
Top 10 Holdings %
Top 10 Hldgs %
73.04%
Holding
390
New
13
Increased
89
Reduced
65
Closed
38
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Russell 2000 Value ETF
IWN
$11.9B
| $29.9K | 0.01% |
198
+115
| +139% | +$17.4K |
|
127
Caterpillar
CAT
$197B
| $29.8K | 0.01% |
90
-5
| -5% | -$1.66K |
|
128
American Electric Power
AEP
$58.1B
| $29.2K | 0.01% |
267
+2
| +0.8% | +$219 |
|
129
VanEck Oil Services ETF
OIH
$890M
| $29.2K | 0.01% |
111
| – | – |
|
130
iShares Russell 2000 Growth ETF
IWO
$12.4B
| $29.1K | 0.01% |
114
+66
| +138% | +$16.9K |
|
131
Walt Disney
DIS
$214B
| $29.1K | 0.01% |
294
-105
| -26% | -$10.4K |
|
132
ATI
ATI
$10.6B
| $27.8K | 0.01% |
535
| – | – |
|
133
Palo Alto Networks
PANW
$129B
| $27.5K | 0.01% |
161
-11
| -6% | -$1.88K |
|
134
Abbott
ABT
$231B
| $26.7K | 0.01% |
201
+1
| +0.5% | +$133 |
|
135
Salesforce
CRM
$232B
| $26.6K | 0.01% |
99
-3
| -3% | -$807 |
|
136
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $26.3K | 0.01% |
446
-220
| -33% | -$13K |
|
137
Macy's
M
$4.61B
| $26K | 0.01% |
2,073
+22
| +1% | +$276 |
|
138
CVS Health
CVS
$93.5B
| $25.1K | 0.01% |
371
| – | – |
|
139
iShares Morningstar US Equity ETF
ILCB
$1.11B
| $24.2K | 0.01% |
313
| – | – |
|
140
Danaher
DHR
$143B
| $24.1K | 0.01% |
118
+1
| +0.9% | +$204 |
|
141
Wells Fargo
WFC
$262B
| $23.7K | 0.01% |
330
| – | – |
|
142
GE Vernova
GEV
$163B
| $23.5K | 0.01% |
77
| – | – |
|
143
ProShares Bitcoin Strategy ETF
BITO
$2.59B
| $22.9K | 0.01% |
1,253
+323
| +35% | +$5.92K |
|
144
Morningstar
MORN
$10.9B
| $22.9K | 0.01% |
77
+1
| +1% | +$298 |
|
145
Pfizer
PFE
$140B
| $22.8K | 0.01% |
899
+12
| +1% | +$304 |
|
146
Carrier Global
CARR
$54.1B
| $22K | ﹤0.01% |
346
| – | – |
|
147
Texas Instruments
TXN
$170B
| $21.9K | ﹤0.01% |
122
+23
| +23% | +$4.13K |
|
148
Sherwin-Williams
SHW
$91.2B
| $21.7K | ﹤0.01% |
62
-4
| -6% | -$1.4K |
|
149
Eli Lilly
LLY
$666B
| $21.6K | ﹤0.01% |
26
| – | – |
|
150
Allstate
ALL
$54.9B
| $21.5K | ﹤0.01% |
104
| – | – |
|