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BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$358M
1-Year Est. Return
11.82%
This Fund
S&P 500
This Quarter
Est. Return
+10.15%
1 Year Est. Return
+11.82%
3 Year Est. Return
+32.69%
5 Year Est. Return
+40.22%
10 Year Est. Return
–
AUM
$176M
AUM Growth
+$20.3M
(+13%)
Cap. Flow
+$4.74M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
49.46%
Holding
143
New
16
Increased
51
Reduced
33
Closed
–
Top Buys
| 1 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$747K |
| 2 |
Apple
AAPL
|
+$445K |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$374K |
| 4 |
Capital Group International Focus Equity ETF
CGXU
|
+$292K |
| 5 |
Lam Research
LRCX
|
+$239K |
Top Sells
| 1 |
Accenture
ACN
|
+$641K |
| 2 |
Microsoft
MSFT
|
+$269K |
| 3 |
State Street SPDR S&P Dividend ETF
SDY
|
+$221K |
| 4 |
Vanguard Total Bond Market
BND
|
+$194K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$193K |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Industrials | 9.16% |
| 3 | Healthcare | 7.38% |
| 4 | Financials | 3.33% |
| 5 | Consumer Staples | 2.9% |
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