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
$383M
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$3.92M
2 +$3.58M
3 +$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$974K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$866K

Sector Composition

1 Technology 9.23%
2 Financials 4.43%
3 Industrials 3.89%
4 Healthcare 2.98%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$50.8K 0.01%
10,877
377
$43.1K 0.01%
2,954
378
$16.6K ﹤0.01%
23,043
+9,000
379
$11.8K ﹤0.01%
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383
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392
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400
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