CBFP

Cedar Brook Financial Partners Portfolio holdings

AUM $698K
1-Year Est. Return 46.63%
This Quarter Est. Return
1 Year Est. Return
+46.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$866K
3 +$821K
4
AAPL icon
Apple
AAPL
+$769K
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$747K

Sector Composition

1 Technology 9.75%
2 Financials 4.27%
3 Industrials 3.91%
4 Healthcare 3.05%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$224K 0.05%
+6,508
352
$221K 0.05%
2,930
-73
353
$220K 0.05%
+972
354
$220K 0.05%
1,269
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355
$220K 0.05%
9,570
+314
356
$218K 0.05%
7,383
357
$218K 0.05%
2,262
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358
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+2,158
359
$217K 0.05%
23,998
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360
$217K 0.05%
1,901
-358
361
$216K 0.05%
19,243
362
$216K 0.05%
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-156
363
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$216K 0.05%
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365
$216K 0.05%
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366
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371
$212K 0.05%
1,506
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373
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+3,725
374
$211K 0.05%
4,594
-6
375
$209K 0.05%
+7,024