BFS
Bickling Financial Services Portfolio holdings
AUM
$160M
This Quarter Return
+17.35%
1 Year Return
-18.81%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$162M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.99%
Holding
94
New
94
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$14.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11.9M |
| 3 |
BlackRock Corporate High Yield Fund
HYT
|
$9.36M |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$9.29M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$8.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.29% |
| 2 | Technology | 3.78% |
| 3 | Communication Services | 2.02% |
| 4 | Industrials | 1.53% |
| 5 | Consumer Discretionary | 1.29% |
