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
APH icon
176
Amphenol
APH
$159B
$21.9K ﹤0.01%
162
GFI icon
177
Gold Fields
GFI
$45.8B
$21.8K ﹤0.01%
500
ALL icon
178
Allstate
ALL
$55.2B
$21.6K ﹤0.01%
104
ASML icon
179
ASML
ASML
$525B
$21.4K ﹤0.01%
20
KBE icon
180
State Street SPDR S&P Bank ETF
KBE
$1.38B
$21.3K ﹤0.01%
351
+3
KO icon
181
Coca-Cola
KO
$341B
$20.9K ﹤0.01%
298
+1
KMPR icon
182
Kemper
KMPR
$1.91B
$20.3K ﹤0.01%
500
SHW icon
183
Sherwin-Williams
SHW
$88.2B
$20.1K ﹤0.01%
62
MO icon
184
Altria Group
MO
$115B
$20K ﹤0.01%
347
+11
MGM icon
185
MGM Resorts International
MGM
$9.14B
$19.8K ﹤0.01%
542
-220
NVS icon
186
Novartis
NVS
$313B
$19.2K ﹤0.01%
139
-3
PM icon
187
Philip Morris
PM
$286B
$18.9K ﹤0.01%
118
+9
SOLV icon
188
Solventum
SOLV
$12.7B
$18.9K ﹤0.01%
238
CARR icon
189
Carrier Global
CARR
$51.1B
$18.8K ﹤0.01%
356
ISRG icon
190
Intuitive Surgical
ISRG
$177B
$18.7K ﹤0.01%
33
FBT icon
191
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.28B
$18.6K ﹤0.01%
90
BITO icon
192
ProShares Bitcoin Strategy ETF
BITO
$1.86B
$18.6K ﹤0.01%
1,529
+274
EYPT icon
193
EyePoint Inc
EYPT
$1.52B
$18.3K ﹤0.01%
1,000
TFLO icon
194
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$18K ﹤0.01%
357
+4
DFIN icon
195
Donnelley Financial Solutions
DFIN
$1.3B
$18K ﹤0.01%
385
SEB icon
196
Seaboard Corp
SEB
$4.96B
$17.8K ﹤0.01%
4
VDC icon
197
Vanguard Consumer Staples ETF
VDC
$8.12B
$17.7K ﹤0.01%
84
ES icon
198
Eversource Energy
ES
$27.9B
$17.6K ﹤0.01%
262
VRTX icon
199
Vertex Pharmaceuticals
VRTX
$120B
$17.2K ﹤0.01%
38
MCK icon
200
McKesson
MCK
$121B
$17.2K ﹤0.01%
21