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 |
Dimensional US Core Equity 2 ETF
DFAC
|
$6.53M |
| 2 |
Vanguard Total Bond Market
BND
|
$5.31M |
| 3 |
TE Connectivity
TEL
|
$5.27M |
| 4 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$4.68M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.88M |
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% |
