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
$515M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$52.6M
2 +$5.44M
3 +$3.1M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.43M
5
CRM icon
Salesforce
CRM
+$2M

Top Sells

1 +$7.13M
2 +$627K
3 +$445K
4
AMZN icon
Amazon
AMZN
+$185K
5
SDGR icon
Schrodinger
SDGR
+$73K

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
in Stake
Capital Flow
326
$0 ﹤0.01%
10
327
$0 ﹤0.01%
1,950
328
-155