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
$215M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$204K
3
+$136K
4
EVRG icon
Evergy
EVRG
+$123K
5
ABBV icon
AbbVie
ABBV
+$115K

Top Sells

1
+$1.6M
2
+$762K
3
+$736K
4
O icon
Realty Income
O
+$402K
5
KHC icon
Kraft Heinz
KHC
+$309K

Sector Composition

1 Industrials 21.93%
2 Real Estate 17.61%
3 Financials 13.5%
4 Consumer Staples 13.08%
5 Utilities 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.23%
51,951
+2,430
27
$2.42M 1.13%
20,609
+330
28
$2.25M 1.05%
143,995
+1,050
29
$2.2M 1.02%
26,940
+1,670
30
$2.19M 1.02%
6,942
31
$2.04M 0.95%
18,385
+2,060
32
$1.99M 0.92%
13,623
-5,047
33
$1.94M 0.9%
116,953
+2,967
34
$1.67M 0.78%
50,565
+2,450
35
$1.64M 0.76%
25,400
-1,000
36
$1.62M 0.75%
12,300
37
$1.59M 0.74%
123,510
-12,500
38
$1.52M 0.71%
45,800
+2,950
39
$1.36M 0.63%
8,715
40
$1.19M 0.56%
7,515
41
$1.19M 0.55%
67,275
+2,710
42
$1.16M 0.54%
13,160
43
$1.14M 0.53%
14,585
-130
44
$1.14M 0.53%
19,450
45
$1.04M 0.49%
68,020
46
$953K 0.44%
16,640
+770
47
$900K 0.42%
15,515
48
$884K 0.41%
12,987
49
$826K 0.38%
7,416
50
$802K 0.37%
2,290
+140
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