BFG
Beto Financial Group Portfolio holdings
AUM
$171M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$171M
AUM Growth
+$22.7M
(+15%)
Holding
156
Top Buys
| 1 | +$6.19M | |
| 2 | +$4.17M | |
| 3 | +$3.18M | |
| 4 |
BlackRock Total Return ETF
BRTR
|
+$2.72M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.22M |
Top Sells
| 1 | +$4.67M | |
| 2 | +$3.5M | |
| 3 | +$2.97M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$2.44M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.01M |
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Financials | 4.73% |
| 3 | Industrials | 4.39% |
| 4 | Healthcare | 2.25% |
| 5 | Consumer Discretionary | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
| $201K | 0.12% |
3,218
-8,803
|
|
||
152
Lumen
LUMN
$10.8B
| $139K | 0.08% |
16,480
|
|
||
153
Cencora
COR
$52.3B
| – | – |
-683
|
|
||
154
iShares Core MSCI EAFE ETF
IEFA
$186B
| – | – |
-6,262
|
|
||
155
iShares Silver Trust
SLV
$35.9B
| – | – |
-3,553
|
|
||
156
Weyerhaeuser
WY
$17.6B
| – | – |
-8,113
|
|