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
$125M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3M
3
+$2.95M
4
AAPL icon
Apple
AAPL
+$2.51M
5
TTWO icon
Take-Two Interactive
TTWO
+$2.34M

Top Sells

1
+$4.01M
2
+$2.55M
3
+$2.52M
4
LULU icon
lululemon athletica
LULU
+$2.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.31M

Sector Composition

1 Industrials 16.14%
2 Technology 13.74%
3 Materials 10.45%
4 Healthcare 9.08%
5 Consumer Staples 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.16%
9,520
-1,146
77
– –
-7,363
78
– –
-15,058
79
– –
-3,761
80
– –
-44,426
81
– –
-10,787
82
– –
-7,697
83
– –
-3,708
84
– –
-2,180
1 2 3
4