BPFA

Barnes Pettey Financial Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$1.55M
2 +$523K
3 +$319K
4
LRGE icon
ClearBridge Large Cap Growth Select ETF
LRGE
+$303K
5
EW icon
Edwards Lifesciences
EW
+$280K

Sector Composition

1 Financials 8.47%
2 Technology 6.54%
3 Consumer Staples 4.29%
4 Consumer Discretionary 3.29%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,035
102
-5,573
103
-8,890