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
$316M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.53M
3 +$1.49M
4
WAB icon
Wabtec
WAB
+$337K
5
LUV icon
Southwest Airlines
LUV
+$264K

Top Sells

1 +$339K
2 +$146K
3 +$53.6K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$51.8K
5
BAC icon
Bank of America
BAC
+$42.7K

Sector Composition

1 Industrials 25.28%
2 Real Estate 24.82%
3 Utilities 10.67%
4 Financials 9.26%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.07%
+1,770
52
$215K 0.07%
+1,409
53
$206K 0.07%
+2,583
54
$195K 0.06%
11,520