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
$736M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.14M
3 +$1.02M
4
INDS icon
Pacer Industrial Real Estate ETF
INDS
+$955K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$789K

Sector Composition

1 Technology 16.89%
2 Healthcare 10.21%
3 Consumer Staples 6.31%
4 Industrials 6.3%
5 Financials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K ﹤0.01%
+600
402
$9K ﹤0.01%
430
403
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76
404
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+200
405
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100
406
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90
407
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$8K ﹤0.01%
400
409
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165
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$8K ﹤0.01%
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411
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80
412
$8K ﹤0.01%
300
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1,090
415
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911
416
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889
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119
+29
420
$6K ﹤0.01%
1,023
421
$6K ﹤0.01%
+105
422
$6K ﹤0.01%
30
423
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168
424
$6K ﹤0.01%
500
425
$6K ﹤0.01%
250