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
51
$788K 0.37%
4,000
52
$786K 0.37%
12,150
53
$785K 0.37%
13,200
+1,070
54
$644K 0.3%
12,482
55
$594K 0.28%
11,617
+310
56
$548K 0.25%
100,520
57
$528K 0.25%
48,631
58
$510K 0.24%
7,048
-2
59
$465K 0.22%
5,732
+1,120
60
$450K 0.21%
2,434
+434
61
$402K 0.19%
5,351
62
$369K 0.17%
1,960
-30
63
$362K 0.17%
5,215
64
$352K 0.16%
2,087
65
$329K 0.15%
7,910
66
$304K 0.14%
3,135
67
$300K 0.14%
1,770
68
$275K 0.13%
1,960
69
$275K 0.13%
5,710
-42
70
$272K 0.13%
3,929
-38
71
$269K 0.13%
685
72
$263K 0.12%
13,410
73
$258K 0.12%
600
74
$254K 0.12%
2,465
75
$246K 0.11%
3,420
1 2
3
4