CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
+12.21%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$13.3M
AUM Growth
-$492M
(-97%)
Cap. Flow
-$501M
Cap. Flow
% of AUM
-3,770.96%
Top 10 Holdings %
Top 10 Hldgs %
66.25%
Holding
438
New
–
Increased
1
Reduced
28
Closed
409
Top Buys
| 1 |
Barclays
BCS
|
$118 |
Top Sells
| 1 |
Apple
AAPL
|
$21.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$13.9M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$13.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
$11.4M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$10.6M |
Sector Composition
| 1 | Technology | 50.06% |
| 2 | Communication Services | 14.77% |
| 3 | Financials | 10.3% |
| 4 | Healthcare | 9.76% |
| 5 | Consumer Discretionary | 7.64% |
