BFG
Beto Financial Group Portfolio holdings
AUM
$148M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$148M
AUM Growth
–
Holding
133
Top Buys
| 1 | +$11.3M | |
| 2 | +$9.34M | |
| 3 | +$8M | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$7.45M |
| 5 |
Capital Group Municipal Income ETF
CGMU
|
+$7.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Financials | 5.34% |
| 3 | Industrials | 3.41% |
| 4 | Healthcare | 3.02% |
| 5 | Consumer Discretionary | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.07B
| $216K | 0.15% |
+1,774
|
|
||
127
Qualcomm
QCOM
$156B
| $212K | 0.14% |
+1,391
|
|
||
128
Morgan Stanley
MS
$275B
| $210K | 0.14% |
+1,135
|
|
||
129
Weyerhaeuser
WY
$17.6B
| $210K | 0.14% |
+8,113
|
|
||
130
Bank of Montreal
BMO
$105B
| $210K | 0.14% |
+1,514
|
|
||
131
iShares National Muni Bond ETF
MUB
$43B
| $206K | 0.14% |
+1,918
|
|
||
132
Chubb
CB
$131B
| $205K | 0.14% |
+659
|
|
||
133
Lumen
LUMN
$7.28B
| $147K | 0.1% |
+16,480
|
|