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
$319M
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.24M
3
+$676K
4
SH icon
ProShares Short S&P500
SH
+$654K
5
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$601K

Top Sells

1
+$2.04M
2
+$1.13M
3
+$1.02M
4
EVN
Eaton Vance Municipal Income Trust
EVN
+$878K
5
FTCS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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