CBFP

Cedar Brook Financial Partners Portfolio holdings

AUM $698K
1-Year Est. Return 46.64%
This Quarter Est. Return
1 Year Est. Return
+46.64%
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
126
$452K 0.27%
+9,586
127
$450K 0.27%
+11,526
128
$446K 0.27%
+5,495
129
$441K 0.27%
+18,591
130
$427K 0.26%
+35,803
131
$427K 0.26%
+49,458
132
$417K 0.25%
+11,114
133
$413K 0.25%
+8,198
134
$410K 0.25%
+5,341
135
$409K 0.25%
+3,101
136
$403K 0.24%
+9,296
137
$399K 0.24%
+10,150
138
$399K 0.24%
+12,286
139
$397K 0.24%
+15,633
140
$394K 0.24%
+5,385
141
$393K 0.24%
+2,200
142
$393K 0.24%
+5,152
143
$391K 0.24%
+7,742
144
$390K 0.24%
+19,411
145
$384K 0.23%
+8,325
146
$376K 0.23%
+15,672
147
$376K 0.23%
+7,619
148
$376K 0.23%
+13,281
149
$372K 0.23%
+2,098
150
$359K 0.22%
+7,651
4 5
6
7 8