BFG
Barber Financial Group Portfolio holdings
AUM
$567M
This Quarter Return
+4.65%
1 Year Return
-5.25%
3 Year Return
+39%
5 Year Return
+37.52%
10 Year Return
–
AUM
$361M
AUM Growth
+$361M
(+4.9%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
64.94%
Holding
144
New
17
Increased
54
Reduced
62
Closed
7
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.05M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$4.92M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.56M |
| 4 |
Pacer US Cash Cows Growth ETF
BUL
|
$2.06M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.75M |
Top Sells
Sector Composition
| 1 | Financials | 2.79% |
| 2 | Technology | 1.98% |
| 3 | Consumer Staples | 1.93% |
| 4 | Industrials | 1.54% |
| 5 | Energy | 1.16% |
