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BFG
Beacon Financial Group Portfolio holdings
AUM
$1.1B
1-Year Est. Return
21.5%
This Fund
S&P 500
This Quarter
Est. Return
+12.15%
1 Year Est. Return
+21.5%
3 Year Est. Return
+60.33%
5 Year Est. Return
+67.65%
10 Year Est. Return
+169.79%
AUM
$1.1B
AUM Growth
+$97.8M
(+9.8%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
27.25%
Holding
389
New
41
Increased
116
Reduced
191
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$18.1M |
| 2 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$6.65M |
| 3 |
BlackRock Large Cap Core ETF
BLCR
|
+$3.95M |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$1.75M |
| 5 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$1.72M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.78M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$3.49M |
| 3 |
Vanguard Value ETF
VTV
|
+$3.36M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.16M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$3.03M |
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 7.71% |
| 3 | Industrials | 3.22% |
| 4 | Energy | 2.54% |
| 5 | Healthcare | 2.52% |
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