CBFP

Cedar Brook Financial Partners Portfolio holdings

AUM $698K
1-Year Est. Return 46.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$8.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.45M
3
+$1.19M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$2.25M
2
+$1.91M
3
+$1.45M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.03M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$883K

Sector Composition

1 Technology 6.97%
2 Industrials 6.67%
3 Financials 5.18%
4 Communication Services 4.04%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
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