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BF

bLong Financial Portfolio holdings

AUM $132M
1-Year Est. Return 36.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$199K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$493K
3
+$284K
4
APLD icon
Applied Digital
APLD
+$239K
5
GILD icon
Gilead Sciences
GILD
+$205K

Top Sells

1
+$9.75M
2
+$5.05M
3
+$294K
4
WMB icon
Williams Companies
WMB
+$238K
5
MSFT icon
Microsoft
MSFT
+$100K

Sector Composition

1 Technology 54.75%
2 Healthcare 11.14%
3 Communication Services 5.74%
4 Financials 4.78%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
51
GE Aerospace
GE
$394B
$376K 0.26%
1,222
-9
UNH icon
52
UnitedHealth
UNH
$386B
$371K 0.26%
1,125
-121
KO icon
53
Coca-Cola
KO
$362B
$353K 0.25%
5,052
PEP icon
54
PepsiCo
PEP
$197B
$332K 0.23%
2,314
PFE icon
55
Pfizer
PFE
$139B
$332K 0.23%
13,325
+70
PG icon
56
Procter & Gamble
PG
$353B
$331K 0.23%
2,309
RGTI icon
57
Rigetti Computing
RGTI
$5.96B
$319K 0.22%
14,400
-400
SNOW icon
58
Snowflake
SNOW
$90.2B
$299K 0.21%
1,362
NSC icon
59
Norfolk Southern
NSC
$72.5B
$289K 0.2%
1,000
UI icon
60
Ubiquiti
UI
$31.8B
$277K 0.19%
500
QCOM icon
61
Qualcomm
QCOM
$186B
$271K 0.19%
1,587
LMT icon
62
Lockheed Martin
LMT
$126B
$254K 0.18%
525
FHN icon
63
First Horizon
FHN
$12.2B
$245K 0.17%
10,255
TXN icon
64
Texas Instruments
TXN
$267B
$243K 0.17%
1,400
TRV icon
65
Travelers Companies
TRV
$72.8B
$238K 0.17%
820
-40
SBUX icon
66
Starbucks
SBUX
$119B
$225K 0.16%
2,667
TT icon
67
Trane Technologies
TT
$106B
$222K 0.15%
570
-130
IP icon
68
International Paper
IP
$20.5B
$221K 0.15%
5,615
-150
AZN icon
69
AstraZeneca
AZN
$303B
$209K 0.15%
+2,277
ALL icon
70
Allstate
ALL
$64.4B
$208K 0.15%
1,000
GILD icon
71
Gilead Sciences
GILD
$163B
$207K 0.14%
+1,683
DUK icon
72
Duke Energy
DUK
$101B
$205K 0.14%
1,751
-333
APLD icon
73
Applied Digital
APLD
$9.45B
$204K 0.14%
+8,300
LUMN icon
74
Lumen
LUMN
$6.62B
$110K 0.08%
14,172
-2,300
BEAT icon
75
Heartbeam
BEAT
$40M
– –
-10,000
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