BFG

Berger Financial Group Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.82%
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.94%
2 Industrials 9.06%
3 Healthcare 8.8%
4 Consumer Staples 4.05%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$165K 0.03%
+3,057
202
$143K 0.03%
+11,375
203
$96K 0.02%
+10,076