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 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
200
402
$6K ﹤0.01%
175
403
$5K ﹤0.01%
+200
404
$5K ﹤0.01%
+69
405
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226
406
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+124
407
$5K ﹤0.01%
200
408
$5K ﹤0.01%
+1,000
409
$5K ﹤0.01%
+110
410
$5K ﹤0.01%
200
411
$5K ﹤0.01%
710
412
$5K ﹤0.01%
+485
413
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+100
414
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168
415
$4K ﹤0.01%
+525
416
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+5
417
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180
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418
-1
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89
420
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+220
421
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50
422
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+85
423
$4K ﹤0.01%
200
424
$4K ﹤0.01%
+100
425
$4K ﹤0.01%
100