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CBT

CoreFirst Bank & Trust Portfolio holdings

AUM $189M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$9.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$842K
3
+$826K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$489K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$475K

Top Sells

1
+$837K
2
+$682K
3
+$368K
4
IBM icon
IBM
IBM
+$268K
5
AAPL icon
Apple
AAPL
+$265K

Sector Composition

1 Consumer Staples 14.96%
2 Technology 12.28%
3 Healthcare 8.58%
4 Energy 5.93%
5 Financials 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.03K ﹤0.01%
25
352
$1.59K ﹤0.01%
22
353
$1.42K ﹤0.01%
33
354
$515 ﹤0.01%
330
355
$470 ﹤0.01%
25
356
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357
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