BDWCC

B&D White Capital Company Portfolio holdings

AUM $781M
1-Year Est. Return 15.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$16.2M
3
+$12.4M
4
AAPL icon
Apple
AAPL
+$10.9M
5
PXD
Pioneer Natural Resource Co.
PXD
+$4.86M

Top Sells

1
+$54.9M
2
+$25M
3
+$5.72M
4
MCD icon
McDonald's
MCD
+$4.91M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.4M

Sector Composition

1 Financials 18.12%
2 Technology 10.65%
3 Consumer Staples 7.55%
4 Consumer Discretionary 5.37%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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