BF
Bonfire Financial Portfolio holdings
AUM
$130M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$130M
AUM Growth
+$8.28M
(+6.8%)
Holding
56
Top Buys
| 1 | +$1.6M | |
| 2 | +$863K | |
| 3 | +$442K | |
| 4 |
Tesla
TSLA
|
+$420K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$377K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$1.16M | |
| 3 | +$734K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$454K |
| 5 |
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$229K |
Sector Composition
| 1 | Financials | 5.49% |
| 2 | Technology | 4.42% |
| 3 | Consumer Staples | 1.34% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Healthcare | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$497B
| $268K | 0.21% |
2,378
+57
|
|
||
52
JPMorgan Chase
JPM
$871B
| $267K | 0.21% |
847
+18
|
|
||
53
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$858M
| $265K | 0.2% |
2,173
-167
|
|
||
54
Pfizer
PFE
$150B
| $241K | 0.19% |
9,465
-169
|
|
||
55
Alphabet (Google) Class C
GOOG
$3.73T
| $211K | 0.16% |
+867
|
|
||
|
HBI
56
DELISTED
Hanesbrands
HBI
| $72.9K | 0.06% |
11,057
|
|