BF
bLong Financial Portfolio holdings
AUM
$143M
1-Year Est. Return
37.65%
This Fund
S&P 500
1 Year Est. Return
+37.65%
AUM
$143M
AUM Growth
-$199K
(-0.14%)
Holding
79
Top Buys
| 1 | +$8.61M | |
| 2 | +$484K | |
| 3 | +$284K | |
| 4 |
AstraZeneca
AZN
|
+$209K |
| 5 |
Gilead Sciences
GILD
|
+$207K |
Top Sells
| 1 | +$9.75M | |
| 2 | +$5.05M | |
| 3 | +$294K | |
| 4 |
Williams Companies
WMB
|
+$238K |
| 5 |
Microsoft
MSFT
|
+$96.7K |
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 | |
|---|---|---|---|---|---|---|
|
ETHA
76
iShares Ethereum Trust ETF
ETHA
$1.19B
| – | – |
-9,317
|
|
||
|
77
Williams Companies
WMB
$81.7B
| – | – |
-3,761
|
|
||
78
iShares MSCI Europe Financials ETF
EUFN
$4.87B
| – | – |
-283,936
|
|
||
79
Heartbeam
BEAT
$49.3M
| – | – |
-10,000
|
|