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BFG
Berger Financial Group Portfolio holdings
AUM
$1.78B
1-Year Est. Return
15.72%
This Fund
S&P 500
1 Year Est. Return
+15.72%
AUM
$1.72B
AUM Growth
+$53.2M
(+3.2%)
Holding
473
Top Buys
| 1 | +$5.26M | |
| 2 | +$4.12M | |
| 3 | +$2.6M | |
| 4 |
JPMorgan Active Bond ETF
JBND
|
+$2.49M |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$2.16M |
Top Sells
| 1 | +$5.66M | |
| 2 | +$3.11M | |
| 3 | +$1.77M | |
| 4 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.22M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.19M |
Sector Composition
| 1 | Technology | 11.09% |
| 2 | Financials | 4.16% |
| 3 | Industrials | 3.83% |
| 4 | Healthcare | 3.66% |
| 5 | Communication Services | 3.5% |
