BFA
Brendel Financial Advisors Portfolio holdings
AUM
$179M
This Quarter Return
-8.03%
1 Year Return
+34.27%
3 Year Return
+91.3%
5 Year Return
+265.35%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-38%)
Cap. Flow
-$55.9M
Cap. Flow
% of AUM
-48.66%
Top 10 Holdings %
Top 10 Hldgs %
37.38%
Holding
123
New
10
Increased
10
Reduced
46
Closed
33
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$2.3M |
| 2 |
Enbridge
ENB
|
$2.02M |
| 3 |
Ares Capital
ARCC
|
$1.65M |
| 4 |
Diamondback Energy
FANG
|
$1.53M |
| 5 |
Consolidated Edison
ED
|
$1.5M |
Top Sells
| 1 |
Nucor
NUE
|
$5.14M |
| 2 |
Aflac
AFL
|
$4.34M |
| 3 |
Sysco
SYY
|
$3.86M |
| 4 |
Morgan Stanley
MS
|
$3.23M |
| 5 |
O'Reilly Automotive
ORLY
|
$2.91M |
Sector Composition
| 1 | Healthcare | 16.95% |
| 2 | Financials | 14.88% |
| 3 | Energy | 12.92% |
| 4 | Materials | 9.76% |
| 5 | Consumer Staples | 7.31% |
