BF

Bonfire Financial Portfolio holdings

AUM $133M
1-Year Est. Return 12.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

1 +$1.17M
2 +$697K
3 +$475K
4
VTV icon
Vanguard Value ETF
VTV
+$342K
5
VUG icon
Vanguard Growth ETF
VUG
+$307K

Sector Composition

1 Financials 5.62%
2 Technology 3.36%
3 Consumer Staples 1.46%
4 Consumer Discretionary 0.59%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$821B
$264K 0.2%
897
+31
GOOG icon
52
Alphabet (Google) Class C
GOOG
$4.79T
$259K 0.19%
903
AVGO icon
53
Broadcom
AVGO
$1.95T
$253K 0.19%
816
+23
JNJ icon
54
Johnson & Johnson
JNJ
$536B
$252K 0.19%
1,032
+6
VIOG icon
55
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$950M
$244K 0.18%
1,959
-14
GLD icon
56
SPDR Gold Trust
GLD
$156B
$232K 0.17%
539
PLTR icon
57
Palantir
PLTR
$329B
$223K 0.17%
1,521
-262
PFE icon
58
Pfizer
PFE
$151B
-9,725
GBTC icon
59
Grayscale Bitcoin Trust
GBTC
$31.8B
-3,558