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
$123M
AUM Growth
-$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$206K

Top Sells

1
+$223K
2
+$202K

Sector Composition

1 Materials 37.7%
2 Technology 14.94%
3 Industrials 14.37%
4 Healthcare 10.16%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.17%
+8,000
77
– –
-5,672
78
– –
-2,950
1 2 3
4