CB

Community Bank Portfolio holdings

AUM $840M
1-Year Est. Return 22.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$840M
AUM Growth
-$6.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$2.76M
3 +$2.59M
4
PANW icon
Palo Alto Networks
PANW
+$940K
5
CRM icon
Salesforce
CRM
+$800K

Top Sells

1 +$2.98M
2 +$2.54M
3 +$1.05M
4
AAPL icon
Apple
AAPL
+$896K
5
LRCX icon
Lam Research
LRCX
+$883K

Sector Composition

1 Technology 24.56%
2 Healthcare 9.19%
3 Financials 7.23%
4 Industrials 7.15%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIDD
526
iShares International Dividend Active ETF
BIDD
$456M
-181