BFG
Barber Financial Group Portfolio holdings
AUM
$567M
This Quarter Return
-5.02%
1 Year Return
-5.25%
3 Year Return
+39%
5 Year Return
+37.52%
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(-44%)
Cap. Flow
-$231M
Cap. Flow
% of AUM
-67.08%
Top 10 Holdings %
Top 10 Hldgs %
68.18%
Holding
149
New
6
Increased
53
Reduced
60
Closed
21
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$9.95M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.73M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.65M |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$2.56M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.35M |
Top Sells
Sector Composition
| 1 | Financials | 2.73% |
| 2 | Technology | 2.24% |
| 3 | Consumer Staples | 1.59% |
| 4 | Industrials | 1.3% |
| 5 | Consumer Discretionary | 1.21% |
