CBT

CoreFirst Bank & Trust Portfolio holdings

AUM $177M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$202K
2 +$157K
3 +$156K
4
BIIB icon
Biogen
BIIB
+$63.9K
5
JPM icon
JPMorgan Chase
JPM
+$61.8K

Top Sells

1 +$421K
2 +$419K
3 +$320K
4
AAPL icon
Apple
AAPL
+$237K
5
XLNX
Xilinx Inc
XLNX
+$227K

Sector Composition

1 Consumer Staples 17.83%
2 Technology 17.28%
3 Healthcare 12.17%
4 Consumer Discretionary 9.74%
5 Financials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$25K 0.02%
2,200
302
$24K 0.02%
206
303
$24K 0.02%
515
304
$24K 0.02%
713
305
$23K 0.02%
60
306
$22K 0.02%
1,226
307
$22K 0.02%
615
308
$22K 0.02%
600
309
$22K 0.02%
373
310
$21K 0.01%
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311
$21K 0.01%
115
312
$21K 0.01%
126
313
$21K 0.01%
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$20K 0.01%
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315
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$20K 0.01%
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$19K 0.01%
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$18K 0.01%
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325
$18K 0.01%
450