CP

Corbenic Partners Portfolio holdings

AUM $380M
1-Year Est. Return 10.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.6M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$570K
2 +$90K
3 +$65.4K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$52.7K
5
BMTC
Bryn Mawr Bank Corp
BMTC
+$45.3K

Top Sells

1 +$134K
2 +$84.7K
3 +$81.3K
4
VZ icon
Verizon
VZ
+$62.5K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$51.9K

Sector Composition

1 Technology 11.53%
2 Consumer Discretionary 11.25%
3 Communication Services 9.47%
4 Healthcare 6.31%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$0 ﹤0.01%
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269
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$0 ﹤0.01%
804
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