BFP
Birchwood Financial Partners Portfolio holdings
AUM
$101M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$101M
AUM Growth
–
Holding
352
Top Buys
| 1 | +$7.11M | |
| 2 | +$4.95M | |
| 3 | +$4.42M | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$4.22M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.5% |
| 2 | Industrials | 7.92% |
| 3 | Financials | 3.84% |
| 4 | Healthcare | 3.7% |
| 5 | Communication Services | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Fortune Brands Innovations
FBIN
$6.75B
| $100 | ﹤0.01% |
+2
|
|
||
352
Brunswick
BC
$5.43B
| – | – |
0
|
|