BF

bLong Financial Portfolio holdings

AUM $143M
1-Year Est. Return 41.92%
This Quarter Est. Return
1 Year Est. Return
+41.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.02M
3
+$2.17M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.14M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.04M

Top Sells

1
+$5.89M
2
+$5.06M
3
+$4.93M
4
IYF icon
iShares US Financials ETF
IYF
+$2.59M
5
IAT icon
iShares US Regional Banks ETF
IAT
+$1.67M

Sector Composition

1 Technology 47.41%
2 Healthcare 11.87%
3 Communication Services 5.64%
4 Financials 5.44%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81.4K 0.07%
20,772
77
$20.1K 0.02%
10,000
78
– –
-295,313
79
– –
-1,950
80
– –
-53,119
81
– –
-23,386
82
– –
-39,935
83
– –
-33,127
84
– –
-3,300
1 2 3
4