CBFP
Cedar Brook Financial Partners Portfolio holdings
AUM
$698K
This Quarter Return
+10.7%
1 Year Return
+46.63%
3 Year Return
+47%
5 Year Return
+119.41%
10 Year Return
–
AUM
$450M
AUM Growth
+$66.7M
(+17%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
22.7%
Holding
436
New
57
Increased
216
Reduced
134
Closed
17
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.01M |
| 2 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$1.35M |
| 3 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$1.27M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.21M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Financials | 4.71% |
| 3 | Industrials | 4.14% |
| 4 | Consumer Discretionary | 2.97% |
| 5 | Healthcare | 2.84% |
