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
$832M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$85.6M
2 +$85.5M
3 +$84.9M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.33M
5
CPNG icon
Coupang
CPNG
+$2.65M

Top Sells

1 +$41M
2 +$40.7M
3 +$38.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$37.9M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$36.4M

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 1.41%
3 Financials 1.4%
4 Consumer Staples 1.12%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,714
177
-9,551