CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Est. Return
46.64%
This Fund
S&P 500
1 Year Est. Return
+46.64%
AUM
$698K
AUM Growth
-$12.6M
(-95%)
Holding
29
Top Buys
No buys this quarter
Top Sells
| 1 | +$1.77M | |
| 2 | +$1.57M | |
| 3 | +$1.29M | |
| 4 |
Amazon
AMZN
|
+$1.02M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$694K |
Sector Composition
| 1 | Technology | 70.97% |
| 2 | Communication Services | 29.03% |
| 3 | Energy | 0% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$1.58T
| – | – |
-1,910
|
|
||
27
AstraZeneca
AZN
$306B
| – | – |
-2,770
|
|
||
28
Barclays
BCS
$77.3B
| – | – |
-15,470
|
|
||
29
Vanguard Total Bond Market
BND
$150B
| – | – |
-4,130
|
|