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

Top Buys

1 +$202K
2 +$157K
3 +$156K
4
BIIB icon
Biogen
BIIB
+$63.9K
5
JPM icon
JPMorgan Chase
JPM
+$61.8K

Top Sells

1 +$421K
2 +$419K
3 +$320K
4
AAPL icon
Apple
AAPL
+$237K
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
426
-229