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
$126M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$3.44M
2 +$2.36M
3 +$669K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$220K
5
MCD icon
McDonald's
MCD
+$186K

Sector Composition

1 Utilities 7.36%
2 Energy 7.18%
3 Technology 7.09%
4 Industrials 3.51%
5 Communication Services 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
17
127
-24