BFG
Barber Financial Group Portfolio holdings
AUM
$567M
1-Year Return
5.25%
This Quarter Return
-10.3%
1 Year Return
-5.25%
3 Year Return
+39%
5 Year Return
+37.52%
10 Year Return
–
AUM
$611M
AUM Growth
-$141M
(-19%)
Cap. Flow
-$63.1M
Cap. Flow
% of AUM
-10.33%
Top 10 Holdings %
Top 10 Hldgs %
79.11%
Holding
185
New
30
Increased
53
Reduced
53
Closed
42
Top Buys
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$40M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$31.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$19.5M |
| 4 |
Vanguard Total Bond Market
BND
|
$17.1M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$13.1M |
Sector Composition
| 1 | Financials | 1.72% |
| 2 | Technology | 1.29% |
| 3 | Consumer Staples | 1.01% |
| 4 | Industrials | 0.76% |
| 5 | Real Estate | 0.68% |
