BFS

Bard Financial Services Portfolio holdings

AUM $911M
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$998M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$85.1M
2 +$45.8M
3 +$35.9M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$33.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.15%
2 Healthcare 9.61%
3 Consumer Staples 9.21%
4 Financials 6.95%
5 Consumer Discretionary 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$53K 0.01%
+25,000
252
$28K ﹤0.01%
+11,700
253
$26K ﹤0.01%
+11,045
254
$0 ﹤0.01%
+25,000