We are live on
!
Find out more
CBT
CoreFirst Bank & Trust Portfolio holdings
AUM
$189M
1-Year Est. Return
19.48%
This Fund
S&P 500
1 Year Est. Return
+19.48%
AUM
$189M
AUM Growth
+$3.66M
(+2%)
Holding
302
Top Buys
| 1 | +$1.6M | |
| 2 | +$1.2M | |
| 3 | +$911K | |
| 4 |
AKRE
Akre Focus ETF
AKRE
|
+$661K |
| 5 |
Walmart Inc
WMT
|
+$642K |
Top Sells
| 1 | +$791K | |
| 2 | +$774K | |
| 3 | +$503K | |
| 4 |
Johnson & Johnson
JNJ
|
+$354K |
| 5 |
Microsoft
MSFT
|
+$297K |
Sector Composition
| 1 | Consumer Staples | 10.95% |
| 2 | Technology | 9.36% |
| 3 | Healthcare | 5.73% |
| 4 | Energy | 5.07% |
| 5 | Financials | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Vanguard Total Bond Market
BND
$157B
| – | – |
-288
|
|
||
302
AstraZeneca
AZN
$277B
| – | – |
-40
|
|