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
$224M
AUM Growth
+$7.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$952K
2 +$210K
3 +$205K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K
5
KHC icon
Kraft Heinz
KHC
+$166K

Top Sells

1 +$479K
2 +$101K
3 +$77.3K
4
VFC icon
VF Corp
VFC
+$54.2K
5
MSFT icon
Microsoft
MSFT
+$41K

Sector Composition

1 Industrials 28.63%
2 Real Estate 17.23%
3 Utilities 10.15%
4 Financials 10.1%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.09%
35,819
52
$205K 0.09%
+2,583
53
$204K 0.09%
2,900
-770
54
$202K 0.09%
+600
55
$183K 0.08%
10,000
56
$148K 0.07%
10,656
57
-18,765