BFG
Berger Financial Group Portfolio holdings
AUM
$1.67B
1-Year Est. Return
13.82%
1 Year Est. Return
+13.82%
AUM
$1.54B
AUM Growth
+$102M
(+7.1%)
Holding
430
Top Buys
| 1 | +$4.1M | |
| 2 | +$2.6M | |
| 3 | +$1.88M | |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
+$1.58M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$1.53M |
Top Sells
| 1 | +$7.48M | |
| 2 | +$4.83M | |
| 3 | +$911K | |
| 4 |
Apple
AAPL
|
+$819K |
| 5 |
NVIDIA
NVDA
|
+$786K |
Sector Composition
| 1 | Technology | 11.19% |
| 2 | Financials | 4.39% |
| 3 | Healthcare | 3.51% |
| 4 | Communication Services | 3.43% |
| 5 | Industrials | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Everest Group
EG
$13.8B
| – | – |
-616
|
|
||
427
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.4B
| – | – |
-7,362
|
|
||
428
VanEck High Yield Muni ETF
HYD
$3.89B
| – | – |
-11,465
|
|
||
|
K
429
DELISTED
Kellanova
K
| – | – |
-3,079
|
|
||
430
Innovator US Small Cap Power Buffer ETF October
KOCT
$129M
| – | – |
-10,601
|
|