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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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$3.56M
4
T icon
AT&T
T
+$3.18M
5
VZ icon
Verizon
VZ
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.03%
2 Technology 19.17%
3 Healthcare 11.41%
4 Consumer Discretionary 9.97%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
+49
377
$8K 0.01%
+476
378
$8K 0.01%
+116
379
$7K 0.01%
+832
380
$7K 0.01%
+350
381
$7K 0.01%
+125
382
$7K 0.01%
+683
383
$7K 0.01%
+73
384
$7K 0.01%
+100
385
$6K ﹤0.01%
+150
386
$6K ﹤0.01%
+500
387
$6K ﹤0.01%
+25
388
$6K ﹤0.01%
+115
389
$6K ﹤0.01%
+750
390
$5K ﹤0.01%
+1,640
391
$5K ﹤0.01%
+333
392
$5K ﹤0.01%
+56
393
$5K ﹤0.01%
+300
394
$5K ﹤0.01%
+428
395
$5K ﹤0.01%
+324
396
$5K ﹤0.01%
+50
397
$5K ﹤0.01%
+89
398
$4K ﹤0.01%
+150
399
$4K ﹤0.01%
+228
400
$4K ﹤0.01%
+310
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