BFG

Barber Financial Group Portfolio holdings

AUM $567M
1-Year Est. Return 5.25%
This Quarter Est. Return
1 Year Est. Return
-5.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$2.73M
3
+$2.65M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.56M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.35M

Top Sells

1
+$69.1M
2
+$68.1M
3
+$67.7M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$24.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$9.81M

Sector Composition

1 Financials 2.73%
2 Technology 2.24%
3 Consumer Staples 1.59%
4 Industrials 1.3%
5 Consumer Discretionary 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$95K 0.03%
10,111
127
$68K 0.02%
21,000
128
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-12,291
129
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-16,472
130
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-1,914
131
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-30,000
132
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-3,546
133
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-2,627
134
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-1,439
135
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-10,474
136
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-8,120
137
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-5,012
138
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-11,729
139
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-3,091
140
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-3,527
141
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-4,378
142
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-3,649
143
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-5,636
144
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145
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-5,471
146
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-15,747
147
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-1,500
148
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-5,719
2 3 4 5
6