BF
bLong Financial Portfolio holdings
AUM
$132M
1-Year Est. Return
36.6%
This Fund
S&P 500
1 Year Est. Return
+36.6%
AUM
$132M
AUM Growth
-$11M
(-7.7%)
Holding
81
Top Buys
| 1 | +$712K | |
| 2 | +$274K | |
| 3 | +$226K | |
| 4 |
GE Vernova
GEV
|
+$224K |
| 5 |
Arm
ARM
|
+$208K |
Top Sells
| 1 | +$2.52M | |
| 2 | +$631K | |
| 3 | +$484K | |
| 4 |
UnitedHealth
UNH
|
+$371K |
| 5 |
Snowflake
SNOW
|
+$299K |
Sector Composition
| 1 | Technology | 53.51% |
| 2 | Healthcare | 11.19% |
| 3 | Communication Services | 5.87% |
| 4 | Financials | 4.73% |
| 5 | Industrials | 3.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lumen
LUMN
$9.68B
| $97.5K | 0.07% |
14,029
-143
|
|
||
|
77
UnitedHealth
UNH
$364B
| – | – |
-1,125
|
|
||
|
78
Snowflake
SNOW
$52.7B
| – | – |
-1,362
|
|
||
79
Palantir
PLTR
$312B
| – | – |
-2,723
|
|
||
80
International Paper
IP
$16.9B
| – | – |
-5,615
|
|
||
81
Applied Digital
APLD
$13B
| – | – |
-8,300
|
|