BDF
Black Diamond Financial Portfolio holdings
AUM
$644M
This Quarter Return
+1.42%
1 Year Return
+13.1%
3 Year Return
+51.82%
5 Year Return
+79%
10 Year Return
–
AUM
$518M
AUM Growth
+$518M
(+40%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
22.46%
Top 10 Holdings %
Top 10 Hldgs %
50.89%
Holding
142
New
27
Increased
72
Reduced
21
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.37M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$588K |
| 3 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$561K |
| 4 |
Vanguard Energy ETF
VDE
|
$220K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$217K |
Sector Composition
| 1 | Consumer Discretionary | 2.43% |
| 2 | Technology | 1.94% |
| 3 | Financials | 1.35% |
| 4 | Healthcare | 0.93% |
| 5 | Industrials | 0.71% |
