BFS
Boyer Financial Services Portfolio holdings
AUM
$94.3M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$94.3M
AUM Growth
+$35.9K
(+0.04%)
Holding
53
Top Buys
| 1 | +$1.4M | |
| 2 | +$747K | |
| 3 | +$529K | |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$504K |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$487K |
Top Sells
| 1 | +$937K | |
| 2 | +$467K | |
| 3 | +$365K | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$312K |
| 5 |
TSMC
TSM
|
+$301K |
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Consumer Discretionary | 1.57% |
| 3 | Energy | 0.71% |
| 4 | Real Estate | 0.32% |
| 5 | Communication Services | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
OPAL Fuels
OPAL
$71M
| – | – |
-15,233
|
|
||
|
52
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.2B
| – | – |
-8,174
|
|
||
|
NIPG
53
NIP Group Inc
NIPG
$142M
| – | – |
-20,800
|
|