CBOR

Community Bank of Raymore Portfolio holdings

AUM $147M
1-Year Est. Return 23.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$989K
2 +$627K
3 +$429K
4
ADC icon
Agree Realty
ADC
+$217K
5
RTX icon
RTX Corp
RTX
+$204K

Top Sells

1 +$902K
2 +$889K
3 +$750K
4
GE icon
GE Aerospace
GE
+$342K
5
COF icon
Capital One
COF
+$301K

Sector Composition

1 Industrials 22.57%
2 Financials 19.91%
3 Real Estate 10.78%
4 Utilities 8.37%
5 Technology 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COF icon
76
Capital One
COF
$111B
-1,416