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
$663M
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$110M
3 +$52.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$209M 31.57%
8,529,264
+2,257,735
2
$195M 29.4%
2,078,351
+268,842
3
$145M 21.8%
+586,277
4
$114M 17.24%
+3,377,504