CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
1-Year Return
46.63%
This Quarter Return
-12.36%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
18.53%
Holding
239
New
238
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.49M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.97M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.37M |
| 5 |
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% |
