CMA

Cedar Mountain Advisors Portfolio holdings

AUM $511M
1-Year Est. Return 13.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
-$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,217
New
Increased
Reduced
Closed

Top Buys

1 +$624K
2 +$300K
3 +$296K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$280K
5
AAPL icon
Apple
AAPL
+$207K

Top Sells

1 +$1.62M
2 +$633K
3 +$364K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$338K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$285K

Sector Composition

1 Technology 2.42%
2 Industrials 1.05%
3 Consumer Discretionary 0.87%
4 Financials 0.7%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVRG icon
176
Evergy
EVRG
$18.8B
$40.4K 0.01%
+493
MPC icon
177
Marathon Petroleum
MPC
$76.8B
$40K 0.01%
+164
VTRS icon
178
Viatris
VTRS
$18.3B
$39.9K 0.01%
2,954
+1,606
PWR icon
179
Quanta Services
PWR
$106B
$39.5K 0.01%
72
+13
XEL icon
180
Xcel Energy
XEL
$48.6B
$39.3K 0.01%
+495
M icon
181
Macy's
M
$5.72B
$39.3K 0.01%
2,173
+18
VOO icon
182
Vanguard S&P 500 ETF
VOO
$981B
$38K 0.01%
64
+1
CRH icon
183
CRH
CRH
$71.2B
$37.8K 0.01%
+360
GILD icon
184
Gilead Sciences
GILD
$158B
$37.8K 0.01%
271
+234
BROS icon
185
Dutch Bros
BROS
$7.94B
$37.5K 0.01%
741
HXL icon
186
Hexcel
HXL
$6.64B
$37.5K 0.01%
+463
WCN
187
Waste Connections
WCN
$37.9B
$37K 0.01%
228
HAS icon
188
Hasbro
HAS
$11.9B
$37K 0.01%
+395
HIG icon
189
Hartford Financial Services
HIG
$34.9B
$36.8K 0.01%
272
+254
CAT icon
190
Caterpillar
CAT
$419B
$36.4K 0.01%
51
+23
PTC icon
191
PTC
PTC
$16.4B
$36.3K 0.01%
+255
SNDK
192
Sandisk
SNDK
$254B
$36.2K 0.01%
57
+55
TJX icon
193
TJX Companies
TJX
$170B
$36.1K 0.01%
226
+73
EFG icon
194
iShares MSCI EAFE Growth ETF
EFG
$15.9B
$35.9K 0.01%
322
LH icon
195
Labcorp
LH
$21.1B
$35.5K 0.01%
133
+118
ORCL icon
196
Oracle
ORCL
$703B
$35.4K 0.01%
241
+79
HST icon
197
Host Hotels & Resorts
HST
$16.2B
$35.1K 0.01%
+1,830
EFV icon
198
iShares MSCI EAFE Value ETF
EFV
$30.3B
$34.7K 0.01%
466
CMCSA icon
199
Comcast
CMCSA
$88.8B
$34.3K 0.01%
1,196
+389
F icon
200
Ford
F
$64.4B
$33.9K 0.01%
2,940
+1,080