CP

Corbenic Partners Portfolio holdings

AUM $380M
1-Year Est. Return 10.47%
This Quarter Est. Return
1 Year Est. Return
-10.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$5.34M
3
+$3.18M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.54M
5
CRM icon
Salesforce
CRM
+$1.8M

Top Sells

1
+$8.14M
2
+$647K
3
+$446K
4
AMZN icon
Amazon
AMZN
+$180K
5
SDGR icon
Schrodinger
SDGR
+$54.9K

Sector Composition

1 Technology 9.57%
2 Consumer Discretionary 6.82%
3 Healthcare 5.05%
4 Communication Services 3.14%
5 Utilities 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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