BFG
Berger Financial Group Portfolio holdings
AUM
$1.54B
This Quarter Return
-5.26%
1 Year Return
+14.24%
3 Year Return
+49.45%
5 Year Return
–
10 Year Return
–
AUM
$681M
AUM Growth
+$681M
(-0.51%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
37.2%
Holding
266
New
24
Increased
118
Reduced
73
Closed
33
Top Buys
| 1 |
Goldman Sachs Innovate Equity ETF
GINN
|
$11.9M |
| 2 |
Tractor Supply
TSCO
|
$3.71M |
| 3 |
Hewlett Packard
HPE
|
$3.53M |
| 4 |
Seagate
STX
|
$3.28M |
| 5 |
Medtronic
MDT
|
$3.25M |
Top Sells
Sector Composition
| 1 | Technology | 11.94% |
| 2 | Healthcare | 7.07% |
| 3 | Industrials | 6.3% |
| 4 | Financials | 6.21% |
| 5 | Consumer Discretionary | 5.18% |
