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
$346M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$2.36M
3 +$2.19M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.94M
5
BFK icon
BlackRock Municipal Income Trust
BFK
+$1.57M

Sector Composition

1 Technology 8.14%
2 Financials 5.57%
3 Industrials 4.09%
4 Consumer Discretionary 3.98%
5 Communication Services 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$583K 0.17%
31,965
+249
152
$581K 0.17%
3,391
+526
153
$577K 0.17%
10,133
+531
154
$573K 0.17%
2,483
+463
155
$571K 0.17%
+7,788
156
$565K 0.16%
7,950
+12
157
$565K 0.16%
4,731
-133
158
$563K 0.16%
39,482
+2,416
159
$559K 0.16%
11,494
-273
160
$559K 0.16%
2,351
+375
161
$558K 0.16%
9,161
+119
162
$553K 0.16%
47,095
+293
163
$551K 0.16%
7,885
-1,075
164
$549K 0.16%
6,453
165
$549K 0.16%
3,840
+1,120
166
$544K 0.16%
4,386
+112
167
$541K 0.16%
2,357
+44
168
$538K 0.16%
4,594
-464
169
$530K 0.15%
11,671
+125
170
$526K 0.15%
5,297
+859
171
$522K 0.15%
2,413
+27
172
$521K 0.15%
8,274
+1,917
173
$519K 0.15%
+2,050
174
$515K 0.15%
1,357
+42
175
$512K 0.15%
+9,458