CBOR

Community Bank of Raymore Portfolio holdings

AUM $147M
1-Year Est. Return 23.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.53%
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 +$212K
2 +$211K
3 +$197K
4
O icon
Realty Income
O
+$35.3K
5
WMT icon
Walmart Inc
WMT
+$33.8K

Top Sells

1 +$1.02M
2 +$94.2K
3 +$19.3K
4
CVX icon
Chevron
CVX
+$9.56K
5
CAT icon
Caterpillar
CAT
+$7.11K

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
51
-67,303