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BFA

Boulay Financial Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$4M

Top Sells

1
+$3.64M
2
+$690K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$231M 32.39%
8,772,604
+243,340
2
$210M 29.48%
2,119,374
+41,023
3
$157M 21.98%
572,205
-14,072
4
$115M 16.15%
3,357,381
-20,123