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
$481M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Sells

1 +$948K
2 +$271K
3 +$102K
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$83.1K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$78.3K

Sector Composition

1 Technology 2.3%
2 Industrials 0.7%
3 Consumer Discretionary 0.58%
4 Consumer Staples 0.38%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GFI icon
201
Gold Fields
GFI
$36.5B
$11.8K ﹤0.01%
500
SPGI icon
202
S&P Global
SPGI
$150B
$11.6K ﹤0.01%
22
SHOP icon
203
Shopify
SHOP
$190B
$11.5K ﹤0.01%
+100
ONON icon
204
On Holding
ONON
$14B
$11.5K ﹤0.01%
221
AMGN icon
205
Amgen
AMGN
$181B
$11.4K ﹤0.01%
41
SEB icon
206
Seaboard Corp
SEB
$3.95B
$11.4K ﹤0.01%
+4
BOTZ icon
207
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.97B
$11.4K ﹤0.01%
350
CMG icon
208
Chipotle Mexican Grill
CMG
$41.7B
$11.1K ﹤0.01%
198
ET icon
209
Energy Transfer Partners
ET
$58.4B
$11K ﹤0.01%
606
+11
OC icon
210
Owens Corning
OC
$8.37B
$10.9K ﹤0.01%
79
UBER icon
211
Uber
UBER
$190B
$10.8K ﹤0.01%
+116
IONQ icon
212
IonQ
IONQ
$16.7B
$10.7K ﹤0.01%
250
GIS icon
213
General Mills
GIS
$25.3B
$10.6K ﹤0.01%
204
CB icon
214
Chubb
CB
$116B
$10.4K ﹤0.01%
36
EXC icon
215
Exelon
EXC
$46.3B
$10.1K ﹤0.01%
234
+2
HYT icon
216
BlackRock Corporate High Yield Fund
HYT
$1.5B
$9.97K ﹤0.01%
1,023
SCHA icon
217
Schwab U.S Small- Cap ETF
SCHA
$20.1B
$9.71K ﹤0.01%
384
IMCG icon
218
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.09B
$9.71K ﹤0.01%
121
BG icon
219
Bunge Global
BG
$18.6B
$9.63K ﹤0.01%
+120
QUBT icon
220
Quantum Computing Inc
QUBT
$2.37B
$9.59K ﹤0.01%
+500
IHI icon
221
iShares US Medical Devices ETF
IHI
$4.38B
$9.44K ﹤0.01%
151
EYPT icon
222
EyePoint Pharmaceuticals
EYPT
$959M
$9.41K ﹤0.01%
1,000
AU icon
223
AngloGold Ashanti
AU
$40.1B
$9.11K ﹤0.01%
200
PM icon
224
Philip Morris
PM
$242B
$9.11K ﹤0.01%
50
SPEU icon
225
SPDR Portfolio Europe ETF
SPEU
$713M
$8.77K ﹤0.01%
181