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BFG

Berger Financial Group Portfolio holdings

AUM $1.78B
1-Year Est. Return 15.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.49M
3
+$5.39M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$4.72M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.81M

Top Sells

1
+$4.54M
2
+$2.09M
3
+$2.08M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.35M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$1.08M

Sector Composition

1 Technology 10.77%
2 Financials 4.5%
3 Industrials 4.29%
4 Healthcare 4.24%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-33,338
427
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428
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429
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-10,586
430
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-1,534
431
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-6,563
432
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-613
433
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-201
434
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435
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436
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-4,209
437
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-215,064
438
– –
-1,400
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