BI
BFI Infinity Portfolio holdings
AUM
$120M
1 Year Est. Return
–
AUM
$120M
AUM Growth
+$27M
(+29%)
Holding
65
Top Buys
| 1 | +$14.5M | |
| 2 | +$4.52M | |
| 3 | +$3.57M | |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
+$2.54M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$2.07M |
Top Sells
| 1 | +$7.68M | |
| 2 | +$4.29M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
British American Tobacco
BTI
$113B
| $234K | 0.19% |
+4,945
|
|
||
52
CME Group
CME
$97.1B
| $228K | 0.19% |
+828
|
|
||
53
Altria Group
MO
$109B
| $225K | 0.19% |
3,843
+375
|
|
||
54
Invesco Aerospace & Defense ETF
PPA
$6.77B
| $204K | 0.17% |
+1,441
|
|
||
55
SPDR S&P 500 ETF Trust
SPY
$672B
| $27.8K | 0.02% |
+45
|
|
||
56
AbbVie
ABBV
$403B
| – | – |
-2,497
|
|
||
57
Chevron
CVX
$313B
| – | – |
-1,271
|
|
||
58
KLA
KLAC
$156B
| – | – |
-6,316
|
|
||
|
59
Microsoft
MSFT
$3.89T
| – | – |
-1,788
|
|
||
60
VanEck Uranium + Nuclear Energy ETF
NLR
$3.16B
| – | – |
-2,919
|
|
||
61
ROBO Global Robotics & Automation Index ETF
ROBO
$1.22B
| – | – |
-7,277
|
|
||
62
Amplify Junior Silver Miners ETF
SILJ
$2.51B
| – | – |
-20,830
|
|
||
63
Steel Dynamics
STLD
$22.3B
| – | – |
-2,282
|
|
||
64
Verizon
VZ
$164B
| – | – |
-11,396
|
|
||
65
Exxon Mobil
XOM
$492B
| – | – |
-4,677
|
|