BFA
Boulay Financial Advisors Portfolio holdings
AUM
$712M
1 Year Est. Return
–
AUM
$712M
AUM Growth
+$49.4M
(+7.4%)
Holding
4
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab Fundamental US Large Company Index ETF
FNDX
$21.9B
| $231M | 32.39% |
8,772,604
+243,340
|
|
||
2
VanEck Morningstar Wide Moat ETF
MOAT
$13.1B
| $210M | 29.48% |
2,119,374
+41,023
|
|
||
3
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| $157M | 21.98% |
572,205
-14,072
|
|
||
4
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$371M
| $115M | 16.15% |
3,357,381
-20,123
|
|