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
$333M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Sells

1 +$930K
2 +$777K
3 +$644K
4
AAPL icon
Apple
AAPL
+$499K
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$498K

Sector Composition

1 Technology 8.22%
2 Financials 5.59%
3 Communication Services 3.65%
4 Industrials 3.64%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$295K 0.09%
6,146
-368
252
$293K 0.09%
5,580
-179
253
$288K 0.09%
2,177
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254
$287K 0.09%
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255
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502
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256
$285K 0.09%
2,114
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257
$281K 0.08%
6,696
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258
$281K 0.08%
3,636
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259
$280K 0.08%
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$280K 0.08%
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$276K 0.08%
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21,320
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272
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4,904
-3,487
273
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274
$263K 0.08%
3,564
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275
$261K 0.08%
2,269
+98