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
176
$281K 0.17%
+2,047
177
$279K 0.17%
+6,044
178
$277K 0.17%
+4,868
179
$277K 0.17%
+2,312
180
$272K 0.17%
+2,017
181
$270K 0.16%
+2,151
182
$267K 0.16%
+7,354
183
$266K 0.16%
+13,752
184
$265K 0.16%
+10,464
185
$262K 0.16%
+5,218
186
$254K 0.15%
+4,974
187
$252K 0.15%
+1,825
188
$251K 0.15%
+5,250
189
$251K 0.15%
+3,900
190
$246K 0.15%
+3,201
191
$245K 0.15%
+1,459
192
$241K 0.15%
+3,578
193
$241K 0.15%
+9,632
194
$238K 0.14%
+5,130
195
$238K 0.14%
+1,264
196
$235K 0.14%
+2,231
197
$234K 0.14%
+4,756
198
$233K 0.14%
+2,307
199
$232K 0.14%
+2,039
200
$231K 0.14%
+17,499
6 7
8
9 10