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
$121M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$22.2M
3 +$6.07M
4
LLY icon
Eli Lilly
LLY
+$5.76M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.12M

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
76
$192K 0.16%
+22,892
77
$110K 0.09%
+20,772
78
$23K 0.02%
+10,000