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
151
$352K 0.21%
+29,030
152
$349K 0.21%
+7,942
153
$349K 0.21%
+2,992
154
$349K 0.21%
+3,161
155
$347K 0.21%
+30,117
156
$345K 0.21%
+3,211
157
$344K 0.21%
+10,117
158
$342K 0.21%
+3,757
159
$341K 0.21%
+2,602
160
$339K 0.21%
+4,055
161
$329K 0.2%
+3,378
162
$328K 0.2%
+2,583
163
$324K 0.2%
+9,477
164
$323K 0.2%
+7,817
165
$317K 0.19%
+3,166
166
$317K 0.19%
+6,254
167
$313K 0.19%
+5,911
168
$309K 0.19%
+7,505
169
$308K 0.19%
+6,059
170
$307K 0.19%
+4,216
171
$295K 0.18%
+8,033
172
$294K 0.18%
+5,343
173
$294K 0.18%
+1,123
174
$292K 0.18%
+1,432
175
$292K 0.18%
+10,476
5 6
7
8 9