CBT
CoreFirst Bank & Trust Portfolio holdings
AUM
$177M
This Quarter Return
+12.15%
1 Year Return
+12.47%
3 Year Return
+48.52%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+14%)
Cap. Flow
+$3.38M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
33.49%
Holding
418
New
29
Increased
52
Reduced
77
Closed
23
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$524K |
| 2 |
Home Depot
HD
|
$316K |
| 3 |
Hanover Insurance
THG
|
$265K |
| 4 |
Caterpillar
CAT
|
$245K |
| 5 |
AT&T
T
|
$225K |
Sector Composition
| 1 | Consumer Staples | 19.93% |
| 2 | Technology | 13.93% |
| 3 | Healthcare | 13.51% |
| 4 | Energy | 8.63% |
| 5 | Industrials | 8.4% |
