BF
bLong Financial Portfolio holdings
AUM
$143M
1-Year Est. Return
41.92%
1 Year Est. Return
+41.92%
AUM
$130M
AUM Growth
+$16.9M
(+15%)
Holding
84
Top Buys
| 1 | +$6.44M | |
| 2 | +$4.73M | |
| 3 | +$2.62M | |
| 4 |
iShares Emerging Markets Dividend ETF
DVYE
|
+$1.64M |
| 5 |
Vertiv
VRT
|
+$327K |
Top Sells
| 1 | +$5.02M | |
| 2 | +$2.17M | |
| 3 | +$2.14M | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$2.04M |
| 5 |
Nuveen AMT-Free Quality Municipal Income Fund
NEA
|
+$531K |
Sector Composition
| 1 | Technology | 50.03% |
| 2 | Healthcare | 9.55% |
| 3 | Communication Services | 5.68% |
| 4 | Financials | 5.1% |
| 5 | Industrials | 3.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exxon Mobil
XOM
$502B
| $201K | 0.16% |
1,867
|
|
||
77
Rigetti Computing
RGTI
$7.39B
| $158K | 0.12% |
13,300
|
|
||
78
Lumen
LUMN
$7.89B
| $77.4K | 0.06% |
17,672
-3,100
|
|
||
79
Heartbeam
BEAT
$84M
| $12.5K | 0.01% |
10,000
|
|
||
80
iShares MSCI Germany ETF
EWG
$1.77B
| – | – |
-135,257
|
|
||
81
iShares 7-10 Year Treasury Bond ETF
IEF
$45.6B
| – | – |
-22,398
|
|
||
82
iShares Europe ETF
IEV
$1.66B
| – | – |
-37,260
|
|
||
|
83
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
| – | – |
-47,417
|
|
||
|
84
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
| – | – |
-19,631
|
|