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BFA
Boulay Financial Advisors Portfolio holdings
AUM
$871M
1-Year Est. Return
17.11%
This Fund
S&P 500
1 Year Est. Return
+17.11%
AUM
$871M
AUM Growth
+$20.8M
(+2.5%)
Holding
6
Top Buys
| 1 | +$108M | |
| 2 | +$12.9M | |
| 3 | +$12.5M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$9.07M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$5.54M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
| $266M | 30.58% |
9,567,867
+441,607
|
|
||
|
2
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
| $215M | 24.64% |
2,220,212
+87,513
|
|
||
|
3
iShares Russell Top 200 Growth ETF
IWY
$16.8B
| $152M | 17.42% |
610,081
+20,929
|
|
||
4
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
| $133M | 15.3% |
2,725,199
+263,894
|
|
||
5
Columbia EM Core ex-China ETF
XCEM
$2.06B
| $105M | 12.05% |
+2,572,904
|
|
||
6
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$344M
| – | – |
-3,204,936
|
|