BFS

Bickling Financial Services Portfolio holdings

AUM $160M
1-Year Est. Return 18.81%
This Quarter Est. Return
1 Year Est. Return
-18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Sells

1 +$7.8M
2 +$7.29M
3 +$3.95M
4
IAU icon
iShares Gold Trust
IAU
+$1.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.72M

Sector Composition

1 Financials 5.38%
2 Technology 4.04%
3 Communication Services 2.6%
4 Industrials 2.42%
5 Healthcare 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$212K 0.1%
+5,423
127
$210K 0.09%
8,088
+42
128
$208K 0.09%
+850
129
$205K 0.09%
+1,784
130
$203K 0.09%
+8,291
131
$203K 0.09%
+1,078
132
$202K 0.09%
+981
133
$201K 0.09%
+4,042
134
$142K 0.06%
+2,116
135
$110K 0.05%
+10,361
136
$70K 0.03%
+10,172
137
-4,507
138
-11,694
139
-20,170
140
-54,122
141
-11,283
142
-5,697