BFG

Bleakley Financial Group Portfolio holdings

AUM $6.39B
1-Year Est. Return 26.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
-$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.48M
3
+$5.32M
4
NVO
Novo Nordisk
NVO
+$4.58M
5
BETR icon
Better Home & Finance Holding
BETR
+$4.01M

Top Sells

1
+$44.6M
2
+$42.4M
3
+$28.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$16.1M
5
VT icon
Vanguard Total World Stock ETF
VT
+$13.5M

Sector Composition

1 Technology 11.99%
2 Healthcare 11.28%
3 Financials 5.33%
4 Consumer Discretionary 4.66%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$11.2K ﹤0.01%
+16,942
877
$11K ﹤0.01%
432
+248
878
$10.8K ﹤0.01%
512
879
$10.2K ﹤0.01%
20,555
880
$7.8K ﹤0.01%
1,200
881
$6.75K ﹤0.01%
550
882
$5.72K ﹤0.01%
+1,000
883
$3.3K ﹤0.01%
20,000
884
$1.88K ﹤0.01%
95
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885
– –
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886
– –
-9,451
887
– –
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888
– –
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889
– –
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890
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891
– –
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892
– –
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893
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895
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896
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897
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898
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899
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34 35
36
37 38