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
$390M
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.36M
3 +$1.32M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.22M
5
UBER icon
Uber
UBER
+$1.2M

Top Sells

1 +$3.1M
2 +$562K
3 +$464K
4
D icon
Dominion Energy
D
+$458K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$444K

Sector Composition

1 Technology 9.48%
2 Financials 5.2%
3 Consumer Discretionary 3.56%
4 Communication Services 3.4%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$66K 0.02%
11,212
-384
377
$53K 0.01%
19,139
378
$46K 0.01%
+667
379
$30K 0.01%
10,000
380
$19K ﹤0.01%
2,200
381
-6,277
382
-1,894
383
-2,380
384
-2,128
385
-735
386
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387
-24,060
388
-3,714
389
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390
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391
-763
392
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393
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394
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395
-17,966