CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
+9.17%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$255M
AUM Growth
+$30.4M
(+14%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
4.71%
Top 10 Holdings %
Top 10 Hldgs %
26.19%
Holding
310
New
29
Increased
142
Reduced
111
Closed
17
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$2.46M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$1.27M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$818K |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$793K |
Sector Composition
| 1 | Technology | 9% |
| 2 | Consumer Discretionary | 4.72% |
| 3 | Financials | 4.36% |
| 4 | Communication Services | 4.19% |
| 5 | Industrials | 4.05% |
