CMA

Cedar Mountain Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 12.16%
This Quarter Est. Return
1 Year Est. Return
+12.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Sells

1 +$3.84M
2 +$3.29M
3 +$2.15M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$943K

Sector Composition

1 Technology 2.7%
2 Industrials 0.73%
3 Consumer Discretionary 0.71%
4 Financials 0.46%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
F icon
176
Ford
F
$51.6B
$22.2K ﹤0.01%
1,860
+260
MO icon
177
Altria Group
MO
$98.7B
$22.2K ﹤0.01%
336
+121
TJX icon
178
TJX Companies
TJX
$167B
$22.1K ﹤0.01%
153
+40
BE icon
179
Bloom Energy
BE
$24.8B
$21.9K ﹤0.01%
259
EXAS icon
180
Exact Sciences
EXAS
$19.2B
$21.9K ﹤0.01%
400
BDX icon
181
Becton Dickinson
BDX
$54.4B
$21.5K ﹤0.01%
115
+35
CMCSA icon
182
Comcast
CMCSA
$98.5B
$21.5K ﹤0.01%
684
+610
SHW icon
183
Sherwin-Williams
SHW
$83.7B
$21.5K ﹤0.01%
62
CARR icon
184
Carrier Global
CARR
$45.3B
$21.2K ﹤0.01%
356
+9
GFI icon
185
Gold Fields
GFI
$37B
$21K ﹤0.01%
500
KBE icon
186
State Street SPDR S&P Bank ETF
KBE
$1.39B
$20.7K ﹤0.01%
348
+2
RIOT icon
187
Riot Platforms
RIOT
$5.66B
$20.5K ﹤0.01%
+1,075
NOW icon
188
ServiceNow
NOW
$171B
$20.2K ﹤0.01%
+22
APH icon
189
Amphenol
APH
$173B
$20K ﹤0.01%
162
+6
DFIN icon
190
Donnelley Financial Solutions
DFIN
$1.28B
$19.8K ﹤0.01%
385
KO icon
191
Coca-Cola
KO
$304B
$19.7K ﹤0.01%
297
+196
ASML icon
192
ASML
ASML
$430B
$19.4K ﹤0.01%
20
ACN icon
193
Accenture
ACN
$162B
$19K ﹤0.01%
77
+18
ES icon
194
Eversource Energy
ES
$24.9B
$18.6K ﹤0.01%
+262
NVS icon
195
Novartis
NVS
$254B
$18.2K ﹤0.01%
+142
SYK icon
196
Stryker
SYK
$140B
$18.1K ﹤0.01%
49
+8
VDC icon
197
Vanguard Consumer Staples ETF
VDC
$7.28B
$18K ﹤0.01%
+84
TFLO icon
198
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$17.8K ﹤0.01%
353
+4
MORN icon
199
Morningstar
MORN
$8.93B
$17.8K ﹤0.01%
77
PM icon
200
Philip Morris
PM
$241B
$17.7K ﹤0.01%
109
+59