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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
$127M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$501K
2
+$415K
3
+$389K
4
WMT icon
Walmart Inc
WMT
+$237K
5
UNP icon
Union Pacific
UNP
+$203K

Top Sells

1
+$1.26M
2
+$521K
3
+$428K
4
AAPL icon
Apple
AAPL
+$406K
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$406K

Sector Composition

1 Consumer Staples 20.56%
2 Technology 15.76%
3 Healthcare 13.8%
4 Consumer Discretionary 8.7%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
200
-2,000
377
$2K ﹤0.01%
+100
378
$2K ﹤0.01%
70
+5
379
$2K ﹤0.01%
60
380
$2K ﹤0.01%
50
381
$1K ﹤0.01%
+90
382
$1K ﹤0.01%
+64
383
$1K ﹤0.01%
+50
384
$1K ﹤0.01%
+33
385
$1K ﹤0.01%
+130
386
$1K ﹤0.01%
35
-1,200
387
$1K ﹤0.01%
+260
388
$1K ﹤0.01%
41
389
$1K ﹤0.01%
16
390
– –
-357
391
– –
-41
392
– –
-399
393
– –
-940
394
– –
-4,000
395
$0 ﹤0.01%
+1
396
– –
-1,122
397
$0 ﹤0.01%
9
398
$0 ﹤0.01%
+8
399
– –
-1,000
400
$0 ﹤0.01%
113
14 15
16
17 18