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
$79.6M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$91.1K
3
+$67.8K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$54K
5
BMTC
Bryn Mawr Bank Corp
BMTC
+$45K

Top Sells

1
+$137K
2
+$89.3K
3
+$83.7K
4
VZ icon
Verizon
VZ
+$67.2K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$53.5K

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
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