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
AU icon
201
AngloGold Ashanti
AU
$58B
$17.1K ﹤0.01%
200
NOW icon
202
ServiceNow
NOW
$118B
$16.9K ﹤0.01%
110
VTRS icon
203
Viatris
VTRS
$17.1B
$16.8K ﹤0.01%
1,348
-1,109
MORN icon
204
Morningstar
MORN
$7.22B
$16.7K ﹤0.01%
77
NRG icon
205
NRG Energy
NRG
$34.8B
$16.4K ﹤0.01%
103
HON icon
206
Honeywell
HON
$155B
$16.4K ﹤0.01%
84
-72
EFAX icon
207
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$486M
$16.1K ﹤0.01%
320
ETH
208
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.59B
$16K ﹤0.01%
570
-180
CAT icon
209
Caterpillar
CAT
$336B
$15.8K ﹤0.01%
28
+1
IGM icon
210
iShares Expanded Tech Sector ETF
IGM
$8.11B
$15.6K ﹤0.01%
120
GD icon
211
General Dynamics
GD
$98.6B
$15.5K ﹤0.01%
46
TECK icon
212
Teck Resources
TECK
$27.1B
$15.4K ﹤0.01%
322
FDX icon
213
FedEx
FDX
$89.9B
$15.4K ﹤0.01%
53
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$86.9B
$15.3K ﹤0.01%
106
OTIS icon
215
Otis Worldwide
OTIS
$36.4B
$15.1K ﹤0.01%
173
DE icon
216
Deere & Co
DE
$168B
$15K ﹤0.01%
32
IP icon
217
International Paper
IP
$22.2B
$14.7K ﹤0.01%
374
+5
ROBO icon
218
ROBO Global Robotics & Automation Index ETF
ROBO
$1.65B
$14.7K ﹤0.01%
212
+1
VIG icon
219
Vanguard Dividend Appreciation ETF
VIG
$104B
$14.7K ﹤0.01%
67
+1
NVTS icon
220
Navitas Semiconductor
NVTS
$2.05B
$14.3K ﹤0.01%
2,000
C icon
221
Citigroup
C
$194B
$14.2K ﹤0.01%
122
WCBR icon
222
WisdomTree Cybersecurity Fund
WCBR
$74.2M
$13.9K ﹤0.01%
500
SHOP icon
223
Shopify
SHOP
$159B
$13.8K ﹤0.01%
86
+6
NEE icon
224
NextEra Energy
NEE
$193B
$13.7K ﹤0.01%
171
+5
UPS icon
225
United Parcel Service
UPS
$96.1B
$13.7K ﹤0.01%
138
+1
7 8
9
10 11