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
$115M
AUM Growth
+$30K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$5.52M
3 +$1.11M
4
HRB icon
H&R Block
HRB
+$215K

Top Sells

1 +$9.51M
2 +$221K
3 +$51.8K

Sector Composition

1 Materials 31.03%
2 Technology 16.14%
3 Industrials 15.46%
4 Consumer Staples 9.5%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.2%
+8,000
77
-2,950