BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$301M
This Quarter Return
+5.02%
1 Year Return
+9.12%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+23%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
15.53%
Top 10 Holdings %
Top 10 Hldgs %
48.09%
Holding
98
New
7
Increased
40
Reduced
20
Closed
1
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$386K |
| 2 |
Simmons First National
SFNC
|
$227K |
| 3 |
Unilever
UL
|
$137K |
| 4 |
Cummins
CMI
|
$80.3K |
| 5 |
Walt Disney
DIS
|
$40.6K |
Sector Composition
| 1 | Technology | 17.2% |
| 2 | Healthcare | 7.36% |
| 3 | Industrials | 7.22% |
| 4 | Financials | 4.15% |
| 5 | Consumer Staples | 4% |
