CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
-13.64%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$319M
AUM Growth
-$66.1M
(-17%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
21.72%
Holding
398
New
20
Increased
159
Reduced
147
Closed
52
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.04M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.13M |
| 3 |
Uber
UBER
|
$1.02M |
| 4 |
EVN
Eaton Vance Municipal Income Trust
EVN
|
$878K |
| 5 |
First Trust Capital Strength ETF
FTCS
|
$863K |
Sector Composition
| 1 | Technology | 8.16% |
| 2 | Financials | 4.92% |
| 3 | Healthcare | 3.69% |
| 4 | Industrials | 3.68% |
| 5 | Consumer Discretionary | 2.77% |
