BFG
Berger Financial Group Portfolio holdings
AUM
$1.54B
1-Year Return
14.24%
This Quarter Return
-0.65%
1 Year Return
+14.24%
3 Year Return
+49.45%
5 Year Return
–
10 Year Return
–
AUM
$555M
AUM Growth
+$1.78M
(+0.32%)
Cap. Flow
+$6.87M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
36.73%
Holding
210
New
7
Increased
97
Reduced
61
Closed
2
Top Buys
Top Sells
| 1 |
Bio-Techne
TECH
|
$3.21M |
| 2 |
Boeing
BA
|
$2.28M |
| 3 |
Apple
AAPL
|
$1.37M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$423K |
| 5 |
Medtronic
MDT
|
$354K |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Healthcare | 7.93% |
| 3 | Industrials | 6.67% |
| 4 | Consumer Staples | 4.81% |
| 5 | Consumer Discretionary | 4.08% |
