BFS

Boyer Financial Services Portfolio holdings

AUM $94.3M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$9.39M
3 +$9.03M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$8.51M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$5.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.14%
2 Consumer Discretionary 1.9%
3 Communication Services 0.66%
4 Energy 0.59%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NAKA
51
Nakamoto Inc
NAKA
$200M
$13K 0.01%
+31,902