CBT

CoreFirst Bank & Trust Portfolio holdings

AUM $185M
1-Year Est. Return 10.51%
This Quarter Est. Return
1 Year Est. Return
+10.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$749K
3
+$217K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$187K

Top Sells

1
+$1.76M
2
+$481K
3
+$385K
4
JPM icon
JPMorgan Chase
JPM
+$305K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$268K

Sector Composition

1 Consumer Staples 13.98%
2 Technology 12.56%
3 Healthcare 6.48%
4 Financials 5.64%
5 Energy 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
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