CB
Cadence Bank Portfolio holdings
AUM
$1.71B
1-Year Est. Return
16.17%
This Fund
S&P 500
1 Year Est. Return
+16.17%
AUM
$1.65B
AUM Growth
+$129M
(+8.5%)
Holding
352
Top Buys
| 1 | +$19.9M | |
| 2 | +$8.48M | |
| 3 | +$6.33M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$3.39M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.98M |
Top Sells
| 1 | +$6.25M | |
| 2 | +$5.53M | |
| 3 | +$4.09M | |
| 4 |
Papa John's
PZZA
|
+$2.55M |
| 5 |
Broadcom
AVGO
|
+$2.53M |
Sector Composition
| 1 | Technology | 20.96% |
| 2 | Consumer Discretionary | 15.13% |
| 3 | Financials | 11.86% |
| 4 | Energy | 7.91% |
| 5 | Consumer Staples | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
| – | – |
-2,142
|
|
||
352
State Street SPDR S&P Metals & Mining ETF
XME
$4.5B
| – | – |
-3,000
|
|