CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
+6.34%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$346M
AUM Growth
+$57.4M
(+20%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
11.48%
Top 10 Holdings %
Top 10 Hldgs %
21.77%
Holding
383
New
65
Increased
203
Reduced
87
Closed
13
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$3.32M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.36M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.2M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.94M |
| 5 |
BlackRock Municipal Income Trust
BFK
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 8.14% |
| 2 | Financials | 5.57% |
| 3 | Industrials | 4.09% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Communication Services | 3.69% |
