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
FDX icon
201
FedEx
FDX
$78.5B
$33.4K 0.01%
94
+41
TMO icon
202
Thermo Fisher Scientific
TMO
$179B
$33K 0.01%
67
+19
TXN icon
203
Texas Instruments
TXN
$280B
$33K 0.01%
170
+33
C icon
204
Citigroup
C
$224B
$33K 0.01%
291
+169
STZ icon
205
Constellation Brands
STZ
$23.5B
$33K 0.01%
+220
STRL icon
206
Sterling Infrastructure
STRL
$26.9B
$33K 0.01%
81
+80
KR icon
207
Kroger
KR
$38B
$32.9K 0.01%
+455
VNQ icon
208
Vanguard Real Estate ETF
VNQ
$36.3B
$32.8K 0.01%
370
+4
HCA icon
209
HCA Healthcare
HCA
$81.5B
$32.7K 0.01%
+69
ARMK icon
210
Aramark
ARMK
$14.2B
$32.3K 0.01%
+796
ENSG icon
211
The Ensign Group
ENSG
$9.68B
$32.2K 0.01%
+160
DHR icon
212
Danaher
DHR
$125B
$31.9K 0.01%
168
+42
CVS icon
213
CVS Health
CVS
$114B
$31.3K 0.01%
436
+65
TSN icon
214
Tyson Foods
TSN
$21B
$31.3K 0.01%
488
+364
PM icon
215
Philip Morris
PM
$271B
$31.2K 0.01%
189
+71
PAYX icon
216
Paychex
PAYX
$36.1B
$31.2K 0.01%
338
+4
STLD icon
217
Steel Dynamics
STLD
$39.1B
$31.1K 0.01%
+173
AVA icon
218
Avista
AVA
$3.46B
$30.9K 0.01%
769
COLB icon
219
Columbia Banking Systems
COLB
$8.45B
$30.6K 0.01%
1,115
+949
AXTA icon
220
Axalta
AXTA
$6.5B
$30.4K 0.01%
+1,097
CB icon
221
Chubb
CB
$121B
$29.7K 0.01%
91
-1
SILA
222
Sila Realty Trust
SILA
$1.67B
$29.6K 0.01%
1,250
CI icon
223
Cigna
CI
$72.1B
$29.3K 0.01%
110
+68
COIN icon
224
Coinbase
COIN
$45.8B
$29.2K 0.01%
167
-10
TXT icon
225
Textron
TXT
$15.9B
$29K 0.01%
+331
7 8
9
10 11