CB
Community Bank Portfolio holdings
AUM
$760M
1-Year Return
14.24%
This Quarter Return
+3.14%
1 Year Return
+14.24%
3 Year Return
+50.39%
5 Year Return
+89.74%
10 Year Return
+157.72%
AUM
$935M
AUM Growth
+$27.8M
(+3.1%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
21.84%
Holding
716
New
146
Increased
220
Reduced
129
Closed
25
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$5.52M |
| 2 |
Exxon Mobil
XOM
|
$2.28M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.29M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.19M |
| 5 |
AT&T
T
|
$985K |
Top Sells
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Healthcare | 5.18% |
| 3 | Consumer Staples | 3.97% |
| 4 | Industrials | 3.73% |
| 5 | Financials | 3.21% |
