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BDL
Bey-Douglas LLC Portfolio holdings
AUM
$115M
1-Year Est. Return
16.01%
This Fund
S&P 500
1 Year Est. Return
+16.01%
AUM
$115M
AUM Growth
-$10.2M
(-8.2%)
Holding
57
Top Buys
| 1 | +$3.59M | |
| 2 | +$3.29M | |
| 3 | +$2.18M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.78M |
| 5 |
ServiceNow
NOW
|
+$1.49M |
Top Sells
| 1 | +$4.73M | |
| 2 | +$3.1M | |
| 3 | +$2.39M | |
| 4 |
Microsoft
MSFT
|
+$413K |
| 5 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
+$334K |
Sector Composition
| 1 | Technology | 36.07% |
| 2 | Healthcare | 16.55% |
| 3 | Communication Services | 15.49% |
| 4 | Financials | 14.81% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Vernova
GEV
$298B
| $228K | 0.2% |
+261
|
|
||
|
EVG
52
Eaton Vance Short Duration Diversified Income Fund
EVG
$145M
| $228K | 0.2% |
21,306
|
|
||
53
Chubb
CB
$125B
| $218K | 0.19% |
+669
|
|
||
54
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.31B
| $214K | 0.19% |
6,356
-600
|
|
||
|
MMT
55
MFS Multimarket Income Trust
MMT
$246M
| $192K | 0.17% |
41,491
|
|
||
|
ACP
56
abrdn Income Credit Strategies Fund
ACP
$661M
| $150K | 0.13% |
29,509
|
|
||
|
57
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.16B
| – | – |
-6,704
|
|