CB

Community Bank Portfolio holdings

AUM $760M
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
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
476
-100
477
-43
478
-20