BFA

Boulay Financial Advisors Portfolio holdings

AUM $850M
1-Year Est. Return 14.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$152M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 53.2%
+1,809,509
2
$140M 46.8%
+6,271,529