BFA
Brendel Financial Advisors Portfolio holdings
AUM
$179M
This Quarter Return
+11.72%
1 Year Return
+34.27%
3 Year Return
+91.3%
5 Year Return
+265.35%
10 Year Return
–
AUM
$49.9M
AUM Growth
+$49.9M
(+18%)
Cap. Flow
+$3.3M
Cap. Flow
% of AUM
6.62%
Top 10 Holdings %
Top 10 Hldgs %
56.69%
Holding
41
New
4
Increased
9
Reduced
17
Closed
5
Top Buys
| 1 |
S&P Global
SPGI
|
$3.26M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$1.63M |
| 3 |
ProShares Short S&P500
SH
|
$722K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$685K |
| 5 |
Enbridge
ENB
|
$421K |
Top Sells
Sector Composition
| 1 | Energy | 17.25% |
| 2 | Healthcare | 16.13% |
| 3 | Financials | 16.09% |
| 4 | Utilities | 4.28% |
| 5 | Communication Services | 2.98% |
