BDFN
Bond & Devick Financial Network Portfolio holdings
AUM
$301M
This Quarter Return
+11.52%
1 Year Return
+9.12%
3 Year Return
+39.41%
5 Year Return
–
10 Year Return
–
AUM
$87.6M
AUM Growth
–
Cap. Flow
+$87.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.74%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Accenture
ACN
|
$7.51M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$7.49M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.76M |
| 4 |
Nordson
NDSN
|
$4.26M |
| 5 |
UnitedHealth
UNH
|
$3.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.89% |
| 2 | Healthcare | 8.65% |
| 3 | Industrials | 8.11% |
| 4 | Consumer Staples | 5.11% |
| 5 | Financials | 4.73% |
