BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$301M
This Quarter Return
-0.32%
1 Year Return
+9.12%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-0.73%)
Cap. Flow
+$445K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
48.18%
Holding
111
New
4
Increased
32
Reduced
21
Closed
7
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$391K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$363K |
| 3 |
Citigroup
C
|
$297K |
| 4 |
Eaton
ETN
|
$225K |
| 5 |
McDonald's
MCD
|
$204K |
Top Sells
| 1 |
Alibaba
BABA
|
$383K |
| 2 |
Lockheed Martin
LMT
|
$208K |
| 3 |
Baidu
BIDU
|
$204K |
| 4 |
Verizon
VZ
|
$203K |
| 5 |
Sanofi
SNY
|
$202K |
Sector Composition
| 1 | Technology | 17.58% |
| 2 | Healthcare | 8.84% |
| 3 | Industrials | 7.02% |
| 4 | Financials | 4.18% |
| 5 | Consumer Staples | 3.69% |
