BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$332M
1-Year Est. Return
6.4%
1 Year Est. Return
+6.4%
AUM
$301M
AUM Growth
+$25M
(+9.1%)
Holding
178
Top Buys
| 1 | +$1.13M | |
| 2 | +$1M | |
| 3 | +$655K | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$607K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$602K |
Top Sells
| 1 | +$344K | |
| 2 | +$234K | |
| 3 | +$223K | |
| 4 |
United Parcel Service
UPS
|
+$217K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$207K |
Sector Composition
| 1 | Technology | 8.88% |
| 2 | Industrials | 5.15% |
| 3 | Financials | 3% |
| 4 | Healthcare | 2.65% |
| 5 | Consumer Staples | 1.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| – | – |
-8,509
|
|
||
177
Sanofi
SNY
$127B
| – | – |
-4,212
|
|
||
|
178
United Parcel Service
UPS
$81.4B
| – | – |
-1,971
|
|