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
$935M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$2.28M
3 +$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.19M
5
T icon
AT&T
T
+$985K

Top Sells

1 +$2.12M
2 +$1.92M
3 +$1.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$817K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

Sector Composition

1 Technology 7.06%
2 Healthcare 5.18%
3 Consumer Staples 3.97%
4 Industrials 3.73%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$2K ﹤0.01%
+34
552
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60
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+268
558
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100
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$1K ﹤0.01%
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566
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31
567
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25
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569
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200
570
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571
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23
572
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16
573
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55
574
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+29
575
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35