BI

Bredin Investment Portfolio holdings

AUM $122M
1-Year Est. Return 15.77%
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$202K

Top Sells

1 +$203K
2 +$25.5K

Sector Composition

1 Materials 36.41%
2 Industrials 22.29%
3 Technology 12.35%
4 Healthcare 8.48%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.16%
7,398
77
$202K 0.16%
+2,950
78
-8,000