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BFG
Beacon Financial Group Portfolio holdings
AUM
$1B
1-Year Est. Return
15.98%
This Fund
S&P 500
1 Year Est. Return
+15.98%
AUM
$960M
AUM Growth
+$44.6M
(+4.9%)
Holding
353
Top Buys
| 1 | +$6.09M | |
| 2 | +$4.88M | |
| 3 | +$4.67M | |
| 4 |
BIDD
iShares International Dividend Active ETF
BIDD
|
+$3.21M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$3.2M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$4.24M | |
| 3 | +$2.69M | |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$1.77M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.74M |
Sector Composition
| 1 | Financials | 8.21% |
| 2 | Technology | 7.14% |
| 3 | Industrials | 3.63% |
| 4 | Consumer Staples | 2.86% |
| 5 | Energy | 2.81% |