CBT

CoreFirst Bank & Trust Portfolio holdings

AUM $177M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Sells

1 +$963K
2 +$748K
3 +$514K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$508K
5
AAPL icon
Apple
AAPL
+$476K

Sector Composition

1 Consumer Staples 14.67%
2 Technology 14.16%
3 Healthcare 9.13%
4 Energy 5.78%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-6,837
402
-1,700