BDFN

Bond & Devick Financial Network Portfolio holdings

AUM $355M
1-Year Est. Return 12.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$593K
3 +$466K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$357K
5
HBAN icon
Huntington Bancshares
HBAN
+$313K

Sector Composition

1 Technology 12.58%
2 Industrials 10.46%
3 Healthcare 9.23%
4 Financials 3.73%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,880