BL

BFSG LLC Portfolio holdings

AUM $1.03B
1-Year Est. Return 23.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.21%
2 Healthcare 10.42%
3 Financials 7.82%
4 Consumer Discretionary 7.46%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$190K 0.1%
+10,729