CBOR

Community Bank of Raymore Portfolio holdings

AUM $144M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$203K
3
+$202K
4
O icon
Realty Income
O
+$35.5K
5
WMT icon
Walmart
WMT
+$31.1K

Top Sells

1
+$1.02M
2
+$90K
3
+$16.9K
4
CVX icon
Chevron
CVX
+$9.12K
5
CAT icon
Caterpillar
CAT
+$6.63K

Sector Composition

1 Industrials 31.91%
2 Real Estate 24.87%
3 Financials 11.51%
4 Utilities 8.55%
5 Energy 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.58%
19,040
27
$1.43M 0.57%
20,414
28
$1.1M 0.44%
8,600
29
$1.1M 0.43%
21,700
30
$1.08M 0.43%
24,200
31
$838K 0.33%
15,120
32
$704K 0.28%
7,416
33
$642K 0.25%
16,750
34
$420K 0.17%
6,640
35
$356K 0.14%
6,217
36
$353K 0.14%
6,540
37
$335K 0.13%
2,609
38
$328K 0.13%
2,877
-80
39
$313K 0.12%
10,560
+1,050
40
$307K 0.12%
3,048
+100
41
$282K 0.11%
4,036
42
$269K 0.11%
3,739
43
$260K 0.1%
5,044
44
$254K 0.1%
5,324
45
$246K 0.1%
2,000
46
$217K 0.09%
5,780
47
$214K 0.08%
11,520
48
$211K 0.08%
+2,317
49
$207K 0.08%
1,890
50
$203K 0.08%
+3,360
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