CMA
Cedar Mountain Advisors Portfolio holdings
AUM
$481M
1-Year Return
12.72%
This Quarter Return
+7.89%
1 Year Return
+12.72%
3 Year Return
+47.96%
5 Year Return
+81.01%
10 Year Return
–
AUM
$481M
AUM Growth
+$34.8M
(+7.8%)
Cap. Flow
+$2.35M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
73.81%
Holding
375
New
22
Increased
97
Reduced
29
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Industrials | 0.7% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Consumer Staples | 0.38% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Navitas Semiconductor
NVTS
$1.19B
| $22.9K | ﹤0.01% |
+3,500
| New | +$22.9K |
|
152
Wells Fargo
WFC
$253B
| $22.8K | ﹤0.01% |
285
-45
| -14% | -$3.61K |
|
153
KLA
KLAC
$119B
| $22.4K | ﹤0.01% |
25
| – | – |
|
154
Pfizer
PFE
$141B
| $22.1K | ﹤0.01% |
911
+12
| +1% | +$291 |
|
155
Viatris
VTRS
$12.2B
| $21.9K | ﹤0.01% |
2,456
| – | – |
|
156
CrowdStrike
CRWD
$105B
| $21.4K | ﹤0.01% |
42
| – | – |
|
157
Sherwin-Williams
SHW
$92.9B
| $21.3K | ﹤0.01% |
62
| – | – |
|
158
Exact Sciences
EXAS
$10.2B
| $21.3K | ﹤0.01% |
400
| – | – |
|
159
Allstate
ALL
$53.1B
| $20.9K | ﹤0.01% |
104
| – | – |
|
160
SPDR S&P Bank ETF
KBE
$1.62B
| $19.3K | ﹤0.01% |
346
+2
| +0.6% | +$112 |
|
161
NRG Energy
NRG
$28.6B
| $19.2K | ﹤0.01% |
120
+100
| +500% | +$16K |
|
162
Adobe
ADBE
$148B
| $18.6K | ﹤0.01% |
48
| – | – |
|
163
Solventum
SOLV
$12.6B
| $18.1K | ﹤0.01% |
238
| – | – |
|
164
ConocoPhillips
COP
$116B
| $18K | ﹤0.01% |
200
+31
| +18% | +$2.79K |
|
165
Micron Technology
MU
$147B
| $17.9K | ﹤0.01% |
145
+100
| +222% | +$12.3K |
|
166
iShares Treasury Floating Rate Bond ETF
TFLO
$6.71B
| $17.7K | ﹤0.01% |
349
+4
| +1% | +$203 |
|
167
Accenture
ACN
$159B
| $17.6K | ﹤0.01% |
59
| – | – |
|
168
Ford
F
$46.7B
| $17.4K | ﹤0.01% |
+1,600
| New | +$17.4K |
|
169
Otis Worldwide
OTIS
$34.1B
| $17.1K | ﹤0.01% |
173
| – | – |
|
170
Analog Devices
ADI
$122B
| $17.1K | ﹤0.01% |
72
| – | – |
|
171
International Paper
IP
$25.7B
| $17.1K | ﹤0.01% |
366
+4
| +1% | +$187 |
|
|
GRNY
172
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.4B
| $17K | ﹤0.01% |
750
| – | – |
|
173
UnitedHealth
UNH
$286B
| $17K | ﹤0.01% |
54
-11
| -17% | -$3.45K |
|
174
Bank of America
BAC
$369B
| $16.9K | ﹤0.01% |
357
+1
| +0.3% | +$47 |
|
175
Honeywell
HON
$136B
| $16.8K | ﹤0.01% |
72
| – | – |
|