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
$157M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.35M
3
+$966K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$828K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$406K

Top Sells

1
+$3.66M
2
+$838K
3
+$297K
4
PLRX icon
Pliant Therapeutics
PLRX
+$266K
5
MMM icon
3M
MMM
+$235K

Sector Composition

1 Technology 13.58%
2 Industrials 8.68%
3 Healthcare 8.31%
4 Financials 3.41%
5 Consumer Staples 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$207K 0.13%
2,057
-1,990
127
$206K 0.13%
+1,980
128
– –
-5,511
129
– –
-450
130
– –
-2,347
131
– –
-155,157
2 3 4 5
6