BFAG
Blackston Financial Advisory Group Portfolio holdings
AUM
$221M
1-Year Est. Return
15.63%
1 Year Est. Return
+15.63%
AUM
$221M
AUM Growth
+$24.9M
(+13%)
Holding
154
Top Buys
| 1 | +$3.36M | |
| 2 | +$1.15M | |
| 3 | +$996K | |
| 4 |
Simplify Volatility Premium ETF
SVOL
|
+$944K |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$871K |
Top Sells
| 1 | +$855K | |
| 2 | +$774K | |
| 3 | +$646K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$572K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
+$570K |
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Industrials | 4.35% |
| 3 | Consumer Discretionary | 4.14% |
| 4 | Financials | 3.92% |
| 5 | Communication Services | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Sysco
SYY
$38.2B
| $203K | 0.09% |
+2,679
|
|
||
152
Invesco Preferred ETF
PGX
$3.91B
| $122K | 0.06% |
10,936
-3,892
|
|
||
153
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-3,571
|
|
||
|
SMAX
154
iShares Large Cap Max Buffer Sep ETF
SMAX
$80.6M
| – | – |
-8,571
|
|