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
$283M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$799K
3
+$791K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$705K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$642K

Top Sells

1
+$2.7M
2
+$2.01M
3
+$1.56M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.17M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$991K

Sector Composition

1 Technology 9.1%
2 Financials 5.09%
3 Industrials 4.75%
4 Consumer Discretionary 4.63%
5 Communication Services 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
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