BF

bLong Financial Portfolio holdings

AUM $143M
1-Year Est. Return 37.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.68%
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
EUFN icon
76
iShares MSCI Europe Financials ETF
EUFN
$3.31B
-283,936
WMB icon
77
Williams Companies
WMB
$89.9B
-3,761
ETHA
78
iShares Ethereum Trust ETF
ETHA
$6.63B
-9,317
EUAD
79
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.21B
-107,460