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
GRMN icon
151
Garmin
GRMN
$49.1B
$29.9K 0.01%
147
AVA icon
152
Avista
AVA
$3.28B
$29.6K 0.01%
769
ILCB icon
153
iShares Morningstar US Equity ETF
ILCB
$1.15B
$29.5K 0.01%
313
CVS icon
154
CVS Health
CVS
$104B
$29.4K 0.01%
371
SILA
155
Sila Realty Trust
SILA
$1.43B
$29.1K 0.01%
1,250
DHR icon
156
Danaher
DHR
$146B
$28.9K 0.01%
126
CB icon
157
Chubb
CB
$132B
$28.7K 0.01%
92
MKL icon
158
Markel Group
MKL
$26.2B
$27.9K 0.01%
13
TMO icon
159
Thermo Fisher Scientific
TMO
$191B
$27.9K 0.01%
48
CEG icon
160
Constellation Energy
CEG
$118B
$26.7K 0.01%
76
UNH icon
161
UnitedHealth
UNH
$262B
$25.9K 0.01%
79
+1
COP icon
162
ConocoPhillips
COP
$145B
$25.6K ﹤0.01%
273
-43
PWR icon
163
Quanta Services
PWR
$84.7B
$24.9K ﹤0.01%
59
+45
F icon
164
Ford
F
$50.7B
$24.4K ﹤0.01%
1,860
DYNF icon
165
BlackRock US Equity Factor Rotation ETF
DYNF
$32.9B
$24.1K ﹤0.01%
397
-30
CMCSA icon
166
Comcast
CMCSA
$112B
$24.1K ﹤0.01%
807
+123
PEG icon
167
Public Service Enterprise Group
PEG
$42.2B
$24.1K ﹤0.01%
300
-19
TXN icon
168
Texas Instruments
TXN
$184B
$23.8K ﹤0.01%
137
PFE icon
169
Pfizer
PFE
$151B
$23.6K ﹤0.01%
949
+12
TJX icon
170
TJX Companies
TJX
$177B
$23.5K ﹤0.01%
153
CTRA icon
171
Coterra Energy
CTRA
$23.4B
$23K ﹤0.01%
875
+252
VPU icon
172
Vanguard Utilities ETF
VPU
$8.71B
$22.6K ﹤0.01%
122
BE icon
173
Bloom Energy
BE
$42.9B
$22.5K ﹤0.01%
259
BDX icon
174
Becton Dickinson
BDX
$50.2B
$22.3K ﹤0.01%
115
CRWD icon
175
CrowdStrike
CRWD
$98.7B
$22K ﹤0.01%
47
+1