BFG
Berger Financial Group Portfolio holdings
AUM
$1.54B
1-Year Return
14.24%
This Quarter Return
+5.98%
1 Year Return
+14.24%
3 Year Return
+49.45%
5 Year Return
–
10 Year Return
–
AUM
$553M
AUM Growth
+$93.7M
(+20%)
Cap. Flow
+$66.6M
Cap. Flow
% of AUM
12.04%
Top 10 Holdings %
Top 10 Hldgs %
36.67%
Holding
209
New
16
Increased
108
Reduced
55
Closed
6
Top Buys
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$41.5M |
| 2 |
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
|
$3.38M |
| 3 |
Boeing
BA
|
$2.47M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$2.39M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$2.29M |
Top Sells
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Healthcare | 8.54% |
| 3 | Industrials | 7.77% |
| 4 | Consumer Staples | 4.81% |
| 5 | Communication Services | 3.97% |
