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
$115M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$246K
3 +$177K

Top Sells

1 +$863K
2 +$765K
3 +$711K
4
GLW icon
Corning
GLW
+$223K
5
HRB icon
H&R Block
HRB
+$203K

Sector Composition

1 Materials 34.3%
2 Industrials 15.45%
3 Technology 15.32%
4 Healthcare 9.79%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,000
77
-36,778