CBFP

Cedar Brook Financial Partners Portfolio holdings

AUM $698K
1-Year Est. Return 46.63%
This Quarter Est. Return
1 Year Est. Return
+46.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.97M
3
+$3.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.26%
2 Financials 6.46%
3 Technology 5.33%
4 Real Estate 4.62%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$202K 0.12%
+3,872
227
$201K 0.12%
+8,150
228
$185K 0.11%
+24,182
229
$171K 0.1%
+11,796
230
$166K 0.1%
+3,458
231
$160K 0.1%
+19,281
232
$127K 0.08%
+21,000
233
$94K 0.06%
+18,260
234
$84K 0.05%
+80
235
$67K 0.04%
+12,469
236
$50K 0.03%
+23,330
237
$38K 0.02%
+14,762
238
$24K 0.01%
+40,000
6 7 8 9
10