BF

bLong Financial Portfolio holdings

AUM $143M
1-Year Est. Return 41.92%
This Quarter Est. Return
1 Year Est. Return
+41.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$22.7M
3
+$5.89M
4
LLY icon
Eli Lilly
LLY
+$5.37M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 51.09%
2 Healthcare 10.52%
3 Communication Services 5.4%
4 Financials 4.6%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$804K 0.66%
+7,107
27
$792K 0.65%
+4,457
28
$777K 0.64%
+4,080
29
$769K 0.63%
+2,950
30
$761K 0.63%
+13,463
31
$704K 0.58%
+7,797
32
$691K 0.57%
+3,150
33
$685K 0.56%
+7,675
34
$684K 0.56%
+19,784
35
$615K 0.51%
+5,311
36
$596K 0.49%
+2,640
37
$504K 0.42%
+9,648
38
$504K 0.42%
+3,009
39
$500K 0.41%
+44,344
40
$491K 0.4%
+3,390
41
$484K 0.4%
+1,671
42
$450K 0.37%
+4,540
43
$443K 0.37%
+1,200
44
$431K 0.36%
+2,437
45
$421K 0.35%
+15,855
46
$397K 0.33%
+4,800
47
$391K 0.32%
+1,390
48
$378K 0.31%
+1,871
49
$375K 0.31%
+16,471
50
$361K 0.3%
+630
1
2
3 4