BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$301M
This Quarter Return
-11.12%
1 Year Return
+9.12%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-8.6%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
3.77%
Top 10 Holdings %
Top 10 Hldgs %
46.3%
Holding
111
New
5
Increased
38
Reduced
23
Closed
5
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.78M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.47M |
| 3 |
Apple
AAPL
|
$1.08M |
| 4 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$819K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$436K |
Top Sells
Sector Composition
| 1 | Technology | 16.35% |
| 2 | Healthcare | 10.16% |
| 3 | Industrials | 6.4% |
| 4 | Consumer Staples | 3.96% |
| 5 | Financials | 3.76% |
