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
$138M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$25.2M
2 +$15.9M
3 +$13.6M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$12.9M
5
AAPL icon
Apple
AAPL
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.13%
2 Consumer Discretionary 11.02%
3 Healthcare 10.34%
4 Communication Services 7.28%
5 Utilities 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1K ﹤0.01%
+200
177
$0 ﹤0.01%
+5
178
$0 ﹤0.01%
+10
179
$0 ﹤0.01%
+500
180
$0 ﹤0.01%
+900
181
$0 ﹤0.01%
+1,950