BI

Bredin Investment Portfolio holdings

AUM $122M
1-Year Est. Return 16.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$307K
2 +$226K

Top Sells

1 +$301K
2 +$285K
3 +$22.6K

Sector Composition

1 Materials 36.13%
2 Industrials 14.39%
3 Technology 14.02%
4 Healthcare 11.03%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.19%
8,000
77
-8,851
78
-1,970