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
$265M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$317K
3 +$223K
4
ABT icon
Abbott
ABT
+$212K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$109K

Top Sells

1 +$1.05M
2 +$972K
3 +$952K
4
FCX icon
Freeport-McMoran
FCX
+$629K
5
O icon
Realty Income
O
+$341K

Sector Composition

1 Industrials 29.98%
2 Real Estate 16.1%
3 Financials 11.05%
4 Utilities 9.65%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$246K 0.09%
927
+170
52
$245K 0.09%
35,819
53
$225K 0.08%
600
54
$223K 0.08%
+910
55
$212K 0.08%
+1,935
56
$201K 0.08%
2,583
57
$190K 0.07%
10,656
58
-24,375
59
-10,000