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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
$155M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$305K
3
+$194K
4
APAM icon
Artisan Partners
APAM
+$95.5K
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$28.6K

Top Sells

1
+$871K
2
+$580K
3
+$239K
4
EVRG icon
Evergy
EVRG
+$232K
5
CVX icon
Chevron
CVX
+$209K

Sector Composition

1 Consumer Staples 18.06%
2 Technology 17.31%
3 Healthcare 11.67%
4 Consumer Discretionary 11.1%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83K 0.05%
3,591
202
$83K 0.05%
907
203
$83K 0.05%
1,200
204
$81K 0.05%
1,399
205
$80K 0.05%
918
206
$80K 0.05%
811
207
$80K 0.05%
956
208
$79K 0.05%
469
209
$78K 0.05%
1,814
210
$77K 0.05%
7,618
+2,320
211
$77K 0.05%
2,000
212
$76K 0.05%
1,000
213
$75K 0.05%
357
214
$75K 0.05%
982
215
$75K 0.05%
5,694
-338
216
$75K 0.05%
1,452
217
$72K 0.05%
11,094
-4,590
218
$72K 0.05%
1,020
219
$71K 0.05%
7,211
220
$71K 0.05%
430
221
$70K 0.05%
380
222
$69K 0.04%
900
+350
223
$68K 0.04%
7,333
224
$68K 0.04%
1,170
225
$67K 0.04%
100
7 8
9
10 11