BDFN

Bond & Devick Financial Network Portfolio holdings

AUM $332M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$7.49M
3
+$4.76M
4
NDSN icon
Nordson
NDSN
+$4.26M
5
UNH icon
UnitedHealth
UNH
+$3.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.89%
2 Healthcare 8.65%
3 Industrials 8.11%
4 Consumer Staples 5.11%
5 Financials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.32%
+7,526
77
$271K 0.31%
+6,962
78
$271K 0.31%
+2,868
79
$265K 0.3%
+3,966
80
$262K 0.3%
+4,110
81
$260K 0.3%
+3,010
82
$255K 0.29%
+8,768
83
$247K 0.28%
+11,556
84
$244K 0.28%
+1,500
85
$235K 0.27%
+3,462
86
$231K 0.26%
+1,770
87
$227K 0.26%
+10,512
88
$226K 0.26%
+3,854
89
$216K 0.25%
+1,000
90
$211K 0.24%
+559
91
$206K 0.24%
+767
1 2 3
4