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
+$13.9M
(+11%)
Holding
81
Top Buys
| 1 | +$8.57M | |
| 2 | +$294K | |
| 3 | +$200K | |
| 4 |
D-Wave Quantum
QBTS
|
+$95.1K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$68.4K |
Top Sells
| 1 | +$6.91M | |
| 2 | +$849K | |
| 3 | +$446K | |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$379K |
| 5 |
Valero Energy
VLO
|
+$257K |
Sector Composition
| 1 | Technology | 52.75% |
| 2 | Healthcare | 8.8% |
| 3 | Communication Services | 5.62% |
| 4 | Financials | 4.66% |
| 5 | Industrials | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Exxon Mobil
XOM
$623B
| – | – |
-1,867
|
|
||
|
77
Valero Energy
VLO
$61.8B
| – | – |
-1,915
|
|
||
78
Stryker
SYK
$137B
| – | – |
-510
|
|
||
79
Goldman Sachs
GS
$279B
| – | – |
-630
|
|
||
|
FISV
80
DELISTED
Fiserv Inc
FISV
| – | – |
-1,288
|
|
||
81
Arm
ARM
$131B
| – | – |
-1,410
|
|