BFG
Berger Financial Group Portfolio holdings
AUM
$1.54B
This Quarter Return
+0.43%
1 Year Return
+14.24%
3 Year Return
+49.45%
5 Year Return
–
10 Year Return
–
AUM
$1.45B
AUM Growth
+$1.45B
(+4.5%)
Cap. Flow
+$210M
Cap. Flow
% of AUM
14.47%
Top 10 Holdings %
Top 10 Hldgs %
32.81%
Holding
438
New
48
Increased
160
Reduced
168
Closed
29
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$49.3M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$45.7M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$42.5M |
| 4 |
Schwab International Equity ETF
SCHF
|
$7.5M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.53M |
Top Sells
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Financials | 4.5% |
| 3 | Industrials | 4.29% |
| 4 | Healthcare | 4.24% |
| 5 | Consumer Staples | 3.39% |
