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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
$146M
AUM Growth
-$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$166K
3
+$163K
4
JPM icon
JPMorgan Chase
JPM
+$66.9K
5
BIIB icon
Biogen
BIIB
+$66.1K

Top Sells

1
+$421K
2
+$387K
3
+$320K
4
AAPL icon
Apple
AAPL
+$229K
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
376
$4K ﹤0.01%
36
-20
377
$4K ﹤0.01%
333
-1,006
378
$3K ﹤0.01%
60
379
$3K ﹤0.01%
500
380
$3K ﹤0.01%
10
381
$2K ﹤0.01%
50
382
$2K ﹤0.01%
8
383
$2K ﹤0.01%
65
384
$2K ﹤0.01%
197
385
$2K ﹤0.01%
114
386
$1K ﹤0.01%
16
387
$1K ﹤0.01%
41
388
$1K ﹤0.01%
41
389
$1K ﹤0.01%
113
390
– –
-3,714
391
– –
-8,022
392
– –
-286
393
– –
-1,399
394
$0 ﹤0.01%
9
395
– –
-200
396
– –
-249
397
$0 ﹤0.01%
5
-111
398
– –
-304
399
– –
-1,520
400
– –
-7,159
14 15
16
17 18