BFA
Boulay Financial Advisors Portfolio holdings
AUM
$712M
1 Year Est. Return
–
AUM
$663M
AUM Growth
+$364M
(+122%)
Holding
4
Top Buys
| 1 | +$145M | |
| 2 | +$114M | |
| 3 | +$55.4M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$25.2M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab Fundamental US Large Company Index ETF
FNDX
$21.3B
| $209M | 31.57% |
8,529,264
+2,257,735
|
|
||
|
2
VanEck Morningstar Wide Moat ETF
MOAT
$15.8B
| $195M | 29.4% |
2,078,351
+268,842
|
|
||
3
iShares Russell Top 200 Growth ETF
IWY
$16.5B
| $145M | 21.8% |
+586,277
|
|
||
4
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$376M
| $114M | 17.24% |
+3,377,504
|
|