BFG

Bleakley Financial Group Portfolio holdings

AUM $5.76B
1-Year Est. Return 27.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$111M
2 +$102M
3 +$92.7M
4
VTV icon
Vanguard Value ETF
VTV
+$84.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$78.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.18%
2 Technology 9.42%
3 Financials 5.29%
4 Consumer Discretionary 4.17%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$2.12K ﹤0.01%
+15,121
877
$1.5K ﹤0.01%
+485