BFA
Boulay Financial Advisors Portfolio holdings
AUM
$714M
This Quarter Return
+8.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$714M
AUM Growth
+$714M
(+138%)
Cap. Flow
+$401M
Cap. Flow
% of AUM
56.16%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
2
Increased
2
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter