CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
+8.03%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$390M
AUM Growth
+$57M
(+17%)
Cap. Flow
+$33.8M
Cap. Flow
% of AUM
8.66%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
396
New
50
Increased
244
Reduced
71
Closed
15
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.41M |
| 2 |
InvenTrust Properties
IVT
|
$1.37M |
| 3 |
Schwab 1000 Index ETF
SCHK
|
$1.32M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$1.22M |
| 5 |
Uber
UBER
|
$1.2M |
Top Sells
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Financials | 5.2% |
| 3 | Consumer Discretionary | 3.56% |
| 4 | Communication Services | 3.4% |
| 5 | Healthcare | 3.04% |
