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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
$135M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.1M
3
+$3.56M
4
T icon
AT&T
T
+$3.18M
5
VZ icon
Verizon
VZ
+$2.89M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 20.03%
2 Technology 19.17%
3 Healthcare 11.41%
4 Consumer Discretionary 9.97%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$64K 0.05%
+400
202
$62K 0.05%
+1,032
203
$61K 0.05%
+1,179
204
$61K 0.05%
+1,040
205
$60K 0.04%
+805
206
$60K 0.04%
+1,000
207
$59K 0.04%
+3,591
208
$59K 0.04%
+3,402
209
$58K 0.04%
+3,244
210
$58K 0.04%
+8,022
211
$58K 0.04%
+1,740
212
$57K 0.04%
+4,574
213
$57K 0.04%
+419
214
$56K 0.04%
+357
215
$56K 0.04%
+811
216
$54K 0.04%
+940
217
$54K 0.04%
+1,500
218
$54K 0.04%
+739
219
$53K 0.04%
+3,178
220
$53K 0.04%
+1,403
221
$52K 0.04%
+2,400
222
$51K 0.04%
+388
223
$51K 0.04%
+3,395
224
$51K 0.04%
+4,006
225
$50K 0.04%
+864
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