CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
+20.84%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$224M
AUM Growth
+$44.4M
(+25%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
5.31%
Top 10 Holdings %
Top 10 Hldgs %
23.85%
Holding
297
New
48
Increased
136
Reduced
87
Closed
15
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$921K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$806K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$649K |
| 5 |
Schwab 1000 Index ETF
SCHK
|
$527K |
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Consumer Discretionary | 4.69% |
| 3 | Financials | 4.27% |
| 4 | Industrials | 4.24% |
| 5 | Communication Services | 4.18% |
