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
$311M
AUM Growth
-$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$730K
3
+$708K
4
PJUL icon
Innovator US Equity Power Buffer ETF July
PJUL
+$692K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$542K

Top Sells

1
+$1.3M
2
+$356K
3
+$350K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$338K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$332K

Sector Composition

1 Technology 8.08%
2 Financials 4.8%
3 Industrials 3.72%
4 Healthcare 3.48%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
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