CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Est. Return
46.63%
1 Year Est. Return
+46.63%
AUM
$698K
AUM Growth
-$12.6M
(-95%)
Holding
29
Top Buys
No buys this quarter
Top Sells
| 1 | +$1.77M | |
| 2 | +$1.58M | |
| 3 | +$1.29M | |
| 4 |
Amazon
AMZN
|
+$1.02M |
| 5 |
Meta Platforms (Facebook)
META
|
+$719K |
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
TSMC
TSM
$1.53T
| – | – |
-1,417
|
|
||
27
UnitedHealth
UNH
$323B
| – | – |
-427
|
|
||
28
Visa
V
$664B
| – | – |
-1,273
|
|
||
29
Exxon Mobil
XOM
$479B
| – | – |
-2,178
|
|