CBT

CoreFirst Bank & Trust Portfolio holdings

AUM $185M
1-Year Est. Return 16.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$743K
2 +$734K
3 +$402K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$367K
5
T icon
AT&T
T
+$356K

Top Sells

1 +$1.07M
2 +$143K
3 +$72.6K
4
GD icon
General Dynamics
GD
+$69.6K
5
FBIN icon
Fortune Brands Innovations
FBIN
+$54K

Sector Composition

1 Consumer Staples 18.05%
2 Technology 17.72%
3 Healthcare 11.51%
4 Consumer Discretionary 10.01%
5 Financials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
73
402
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125
403
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500
404
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405
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832
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75
407
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408
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100
409
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490
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1,640
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$7K ﹤0.01%
500
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150
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50
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750
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304
417
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56
418
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1,400
419
$5K ﹤0.01%
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+200
422
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428
423
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228
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89
425
$5K ﹤0.01%
310