BFA
Brendel Financial Advisors Portfolio holdings
AUM
$179M
This Quarter Return
+25.34%
1 Year Return
+34.27%
3 Year Return
+91.3%
5 Year Return
+265.35%
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+18%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
6.48%
Top 10 Holdings %
Top 10 Hldgs %
36.41%
Holding
94
New
18
Increased
25
Reduced
19
Closed
15
Top Buys
| 1 |
Digital Turbine
APPS
|
$3.99M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$3.92M |
| 3 |
Enphase Energy
ENPH
|
$3.69M |
| 4 |
Automatic Data Processing
ADP
|
$3.62M |
| 5 |
Albemarle
ALB
|
$3.3M |
Top Sells
| 1 |
Stanley Black & Decker
SWK
|
$3.37M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
$3.35M |
| 3 |
Apple
AAPL
|
$2.88M |
| 4 |
Mastercard
MA
|
$2.67M |
| 5 |
Lowe's Companies
LOW
|
$2.66M |
Sector Composition
| 1 | Technology | 17.18% |
| 2 | Industrials | 13.36% |
| 3 | Materials | 11.89% |
| 4 | Healthcare | 9.2% |
| 5 | Financials | 7.97% |
