CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
This Quarter Return
+6.34%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$420M
AUM Growth
+$420M
(+7.9%)
Cap. Flow
+$9.27M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
24.59%
Holding
424
New
35
Increased
215
Reduced
131
Closed
16
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$1.06M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$866K |
| 3 |
Innovator US Equity Buffer ETF June
BJUN
|
$821K |
| 4 |
Apple
AAPL
|
$769K |
| 5 |
Innovator US Equity Power Buffer ETF June
PJUN
|
$747K |
Top Sells
Sector Composition
| 1 | Technology | 9.75% |
| 2 | Financials | 4.27% |
| 3 | Industrials | 3.91% |
| 4 | Healthcare | 3.05% |
| 5 | Consumer Discretionary | 2.91% |
