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BFG
Birch Financial Group Portfolio holdings
AUM
$171M
1-Year Est. Return
13.88%
This Fund
S&P 500
1 Year Est. Return
+13.88%
AUM
$171M
AUM Growth
-$4.19M
(-2.4%)
Holding
144
Top Buys
| 1 | +$1.72M | |
| 2 | +$928K | |
| 3 | +$700K | |
| 4 |
American Water Works
AWK
|
+$397K |
| 5 |
Axsome Therapeutics
AXSM
|
+$391K |
Top Sells
| 1 | +$522K | |
| 2 | +$472K | |
| 3 | +$403K | |
| 4 |
Visa
V
|
+$330K |
| 5 |
EXAS
Exact Sciences
EXAS
|
+$270K |
Sector Composition
| 1 | Financials | 33.67% |
| 2 | Technology | 11.52% |
| 3 | Consumer Discretionary | 5.77% |
| 4 | Communication Services | 5.32% |
| 5 | Healthcare | 4.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$893B
| $758K | 0.44% |
2,577
+11
|
|
||
52
SoundHound AI
SOUN
$2.93B
| $756K | 0.44% |
110,039
+14,459
|
|
||
53
American Electric Power
AEP
$71.9B
| $740K | 0.43% |
5,644
+819
|
|
||
54
State Street SPDR S&P 500 ETF Trust
SPY
$761B
| $703K | 0.41% |
1,081
+4
|
|
||
55
Baker Hughes
BKR
$58.2B
| $695K | 0.41% |
11,379
|
|
||
56
Citigroup
C
$248B
| $683K | 0.4% |
6,020
+50
|
|
||
57
Shopify
SHOP
$140B
| $682K | 0.4% |
5,749
-367
|
|
||
58
Abbott
ABT
$157B
| $656K | 0.38% |
6,391
-546
|
|
||
59
Honeywell
HON
$142B
| $647K | 0.38% |
2,864
+9
|
|
||
60
Cigna
CI
$74.5B
| $640K | 0.37% |
2,401
+521
|
|
||
61
Coca-Cola
KO
$345B
| $610K | 0.36% |
8,021
+975
|
|
||
62
Advanced Micro Devices
AMD
$847B
| $597K | 0.35% |
2,937
+772
|
|
||
63
American International
AIG
$40.8B
| $588K | 0.34% |
7,813
+869
|
|
||
64
Thermo Fisher Scientific
TMO
$174B
| $572K | 0.33% |
1,164
-95
|
|
||
|
65
Axsome Therapeutics
AXSM
$12.8B
| $568K | 0.33% |
3,360
+2,263
|
|
||
66
CME Group
CME
$89.5B
| $565K | 0.33% |
1,913
+233
|
|
||
67
Aon
AON
$69.1B
| $533K | 0.31% |
1,651
-219
|
|
||
68
Invesco QQQ Trust
QQQ
$482B
| $529K | 0.31% |
917
+68
|
|
||
69
Procter & Gamble
PG
$350B
| $505K | 0.3% |
3,498
+159
|
|
||
70
MSCI
MSCI
$42.7B
| $480K | 0.28% |
891
-184
|
|
||
71
McDonald's
MCD
$194B
| $472K | 0.28% |
1,519
+12
|
|
||
72
Blackrock
BLK
$160B
| $472K | 0.28% |
491
+3
|
|
||
73
Adobe
ADBE
$78.4B
| $469K | 0.27% |
1,929
-7
|
|
||
74
Allstate
ALL
$58.9B
| $467K | 0.27% |
2,252
+648
|
|
||
75
IBM
IBM
$247B
| $463K | 0.27% |
1,908
-447
|
|