CBFP

Cedar Brook Financial Partners Portfolio holdings

AUM $698K
1-Year Est. Return 46.64%
This Quarter Est. Return
1 Year Est. Return
+46.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.07M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.88M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.75M

Top Sells

1
+$1.29M
2
+$713K
3
+$641K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$614K

Sector Composition

1 Technology 7.41%
2 Financials 4.8%
3 Industrials 3.94%
4 Healthcare 3.27%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.07%
+1,028
302
$244K 0.07%
7,293
+30
303
$244K 0.07%
+5,338
304
$243K 0.07%
2,442
-411
305
$243K 0.07%
23,965
+2,000
306
$243K 0.07%
2,469
-43
307
$242K 0.07%
+1,889
308
$241K 0.07%
15,173
+300
309
$241K 0.07%
1,258
+4
310
$235K 0.07%
2,059
-46
311
$234K 0.07%
4,736
-164
312
$233K 0.07%
696
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313
$233K 0.07%
2,818
+24
314
$233K 0.07%
2,869
-7,847
315
$232K 0.07%
9,606
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316
$232K 0.07%
4,876
-1,238
317
$231K 0.07%
1,475
318
$231K 0.07%
+5,237
319
$230K 0.06%
+2,887
320
$229K 0.06%
+4,207
321
$228K 0.06%
1,327
-118
322
$226K 0.06%
+7,028
323
$225K 0.06%
+2,469
324
$225K 0.06%
8,120
325
$225K 0.06%
+1,355
11 12
13
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