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
51
$352K 0.29%
+2,314
52
$345K 0.28%
+1,915
53
$337K 0.28%
+667
54
$337K 0.28%
+2,184
55
$316K 0.26%
+5,865
56
$315K 0.26%
+5,052
57
$309K 0.25%
+2,450
58
$309K 0.25%
+635
59
$287K 0.24%
+1,720
60
$268K 0.22%
+5,650
61
$265K 0.22%
+1,288
62
$263K 0.22%
+1,400
63
$247K 0.2%
+2,015
64
$244K 0.2%
+1,587
65
$243K 0.2%
+2,667
66
$235K 0.19%
+1,000
67
$231K 0.19%
+4,261
68
$226K 0.19%
+3,300
69
$225K 0.19%
+2,084
70
$222K 0.18%
+1,950
71
$213K 0.18%
+1,280
72
$207K 0.17%
+860
73
$207K 0.17%
+10,255
74
$201K 0.17%
+1,867
75
$195K 0.16%
+12,800
1 2
3
4