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
$165M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.97M
3
+$3.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.07M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.26%
2 Financials 6.46%
3 Technology 5.33%
4 Real Estate 4.62%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.9%
+30,257
27
$1.45M 0.88%
+11,210
28
$1.33M 0.81%
+64,253
29
$1.24M 0.75%
+97,130
30
$1.23M 0.74%
+8,216
31
$1.21M 0.73%
+56,085
32
$1.2M 0.73%
+38,769
33
$1.18M 0.72%
+3,665
34
$1.17M 0.71%
+15,707
35
$1.16M 0.71%
+40,022
36
$1.15M 0.7%
+19,607
37
$1.11M 0.67%
+78,158
38
$1.09M 0.66%
+52,850
39
$1.09M 0.66%
+11,399
40
$1.08M 0.66%
+50,416
41
$1.05M 0.64%
+21,392
42
$1.04M 0.63%
+44,861
43
$1.03M 0.62%
+18,359
44
$1.02M 0.62%
+9,226
45
$988K 0.6%
+14,490
46
$986K 0.6%
+8,642
47
$964K 0.59%
+9,847
48
$956K 0.58%
+9,795
49
$947K 0.57%
+11,649
50
$943K 0.57%
+15,042
1
2
3 4 5