CB

Community Bank Portfolio holdings

AUM $827M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$6.76M
2 +$1.61M
3 +$1.51M
4
NBTB icon
NBT Bancorp
NBTB
+$1.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 11.61%
2 Healthcare 8.38%
3 Consumer Staples 6.95%
4 Industrials 6.75%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
+200
377
$9K ﹤0.01%
251
378
$9K ﹤0.01%
200
379
$9K ﹤0.01%
100
380
$9K ﹤0.01%
+200
381
$9K ﹤0.01%
+206
382
$8K ﹤0.01%
+86
383
$8K ﹤0.01%
+1,050
384
$8K ﹤0.01%
+123
385
$8K ﹤0.01%
+110
386
$8K ﹤0.01%
165
387
$7K ﹤0.01%
+105
388
$7K ﹤0.01%
200
389
$7K ﹤0.01%
+200
390
$7K ﹤0.01%
+80
391
$7K ﹤0.01%
+59
392
$7K ﹤0.01%
342
-27,539
393
$7K ﹤0.01%
+184
394
$6K ﹤0.01%
+200
395
$6K ﹤0.01%
480
-60
396
$6K ﹤0.01%
200
397
$6K ﹤0.01%
175
398
$6K ﹤0.01%
100
399
$6K ﹤0.01%
200
400
$6K ﹤0.01%
132