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
201
$230K 0.14%
+4,777
202
$229K 0.14%
+6,800
203
$228K 0.14%
+29,595
204
$228K 0.14%
+6,331
205
$227K 0.14%
+5,320
206
$225K 0.14%
+1,348
207
$225K 0.14%
+2,373
208
$223K 0.14%
+3,677
209
$221K 0.13%
+4,354
210
$219K 0.13%
+6,551
211
$218K 0.13%
+12,168
212
$218K 0.13%
+12,968
213
$218K 0.13%
+13,950
214
$216K 0.13%
+1,874
215
$216K 0.13%
+3,221
216
$215K 0.13%
+7,313
217
$214K 0.13%
+1,284
218
$212K 0.13%
+705
219
$211K 0.13%
+2,054
220
$211K 0.13%
+4,019
221
$208K 0.13%
+2,550
222
$207K 0.13%
+3,332
223
$206K 0.13%
+13,945
224
$205K 0.12%
+1,389
225
$204K 0.12%
+2,361
6 7 8
9
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