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CBC
Coombe, Bender & Co Portfolio holdings
AUM
$170M
1-Year Est. Return
15.56%
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
+15.56%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$9.63M
(+7.5%)
Cap. Flow
+$6.71M
Cap. Flow
% of AUM
4.89%
Top 10 Holdings %
Top 10 Hldgs %
48.31%
Holding
83
New
1
Increased
39
Reduced
33
Closed
8
Top Buys
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.74M |
| 2 |
Webster Financial
WBS
|
+$833K |
| 3 |
Apple
AAPL
|
+$710K |
| 4 |
Sprouts Farmers Market
SFM
|
+$639K |
| 5 |
Pfizer
PFE
|
+$418K |
Sector Composition
| 1 | Financials | 9.41% |
| 2 | Technology | 7.65% |
| 3 | Industrials | 7.55% |
| 4 | Materials | 4.79% |
| 5 | Consumer Staples | 4.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Broadcom
AVGO
$1.9T
| – | – |
-27,090
| Closed | -$1.74M |
|
77
Chevron
CVX
$351B
| – | – |
-1,130
| Closed | -$184K |
|
78
Home Depot
HD
$342B
| – | – |
-656
| Closed | -$193K |
|
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
| – | – |
-3,471
| Closed | -$175K |
|
|
80
Pfizer
PFE
$138B
| – | – |
-10,250
| Closed | -$418K |
|
81
Verizon
VZ
$176B
| – | – |
-8,150
| Closed | -$317K |
|
|
WIW
82
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$514M
| – | – |
-10,000
| Closed | -$91.5K |
|
|
UFOX
83
Defiance Space and Connective Tech ETF
UFOX
$948M
| – | – |
-4,476
| Closed | -$147K |
|
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