CB
Community Bank Portfolio holdings
AUM
$760M
1-Year Return
14.24%
This Quarter Return
+2.09%
1 Year Return
+14.24%
3 Year Return
+50.39%
5 Year Return
+89.74%
10 Year Return
+157.72%
AUM
$527M
AUM Growth
+$6.75M
(+1.3%)
Cap. Flow
-$2.17M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
29.45%
Holding
454
New
7
Increased
66
Reduced
114
Closed
17
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$2M |
| 2 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$1.26M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.13M |
| 4 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$898K |
| 5 |
Verizon
VZ
|
$470K |
Top Sells
Sector Composition
| 1 | Technology | 14.37% |
| 2 | Healthcare | 9.09% |
| 3 | Consumer Staples | 7.27% |
| 4 | Industrials | 6.1% |
| 5 | Financials | 5.73% |
