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BFA

Brendel Financial Advisors Portfolio holdings

AUM $202M
1-Year Est. Return 37.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$5M
3
+$4.96M
4
CB icon
Chubb
CB
+$2.86M
5
PTON icon
Peloton Interactive
PTON
+$2.57M

Top Sells

1
+$5.86M
2
+$5.24M
3
+$5.1M
4
XOM icon
Exxon Mobil
XOM
+$3.38M
5
DE icon
Deere & Co
DE
+$2.77M

Sector Composition

1 Financials 13.43%
2 Healthcare 10.4%
3 Industrials 9.36%
4 Materials 8.81%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+48
252
$2K ﹤0.01%
+500
253
$2K ﹤0.01%
+25
254
$1K ﹤0.01%
+5
255
$1K ﹤0.01%
+3
256
$1K ﹤0.01%
+25
257
$1K ﹤0.01%
+40
258
$1K ﹤0.01%
+200
259
$1K ﹤0.01%
+3
260
$1K ﹤0.01%
+81
261
$1K ﹤0.01%
+21
262
$1K ﹤0.01%
+13
263
$1K ﹤0.01%
+6
264
$1K ﹤0.01%
+2
265
$1K ﹤0.01%
+50
266
$1K ﹤0.01%
+12
267
$1K ﹤0.01%
+31
268
$1K ﹤0.01%
+15
269
$1K ﹤0.01%
+20
270
$1K ﹤0.01%
+5
271
$1K ﹤0.01%
+33
272
$1K ﹤0.01%
+500
273
$1K ﹤0.01%
+345
274
$0 ﹤0.01%
+26
275
– –
-6,198
8 9 10
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