BI
BFI Infinity Portfolio holdings
AUM
$120M
This Quarter Return
+14.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+29%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
14.26%
Top 10 Holdings %
Top 10 Hldgs %
82.83%
Holding
65
New
12
Increased
20
Reduced
13
Closed
10
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$14.5M |
| 2 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$4.52M |
| 3 |
Roblox
RBLX
|
$3.57M |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$2.54M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$2.07M |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$7.68M |
| 2 |
KLA
KLAC
|
$4.29M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.1M |
| 4 |
Microsoft
MSFT
|
$671K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$610K |
Sector Composition
| 1 | Communication Services | 3.18% |
| 2 | Consumer Discretionary | 1.48% |
| 3 | Materials | 1.12% |
| 4 | Technology | 0.8% |
| 5 | Financials | 0.8% |
