BFA

Brendel Financial Advisors Portfolio holdings

AUM $195M
1-Year Est. Return 31.38%
This Quarter Est. Return
1 Year Est. Return
+31.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.4M
AUM Growth
-$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.21M
3
+$3.1M
4
TGT icon
Target
TGT
+$3.04M
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$2.71M

Top Sells

1
+$7.46M
2
+$5.45M
3
+$5.03M
4
DOV icon
Dover
DOV
+$4.52M
5
CTAS icon
Cintas
CTAS
+$4.35M

Sector Composition

1 Healthcare 13.63%
2 Energy 13.21%
3 Financials 7.86%
4 Communication Services 6.58%
5 Materials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
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