BFA
Brendel Financial Advisors Portfolio holdings
AUM
$179M
This Quarter Return
+2.26%
1 Year Return
+34.27%
3 Year Return
+91.3%
5 Year Return
+265.35%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-4.7%)
Cap. Flow
+$30.5K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
139
New
32
Increased
11
Reduced
35
Closed
26
Top Buys
| 1 |
Nucor
NUE
|
$5.14M |
| 2 |
Aflac
AFL
|
$4.34M |
| 3 |
Chubb
CB
|
$4.2M |
| 4 |
Coca-Cola
KO
|
$4.11M |
| 5 |
Sysco
SYY
|
$3.86M |
Top Sells
| 1 |
Genuine Parts
GPC
|
$4.58M |
| 2 |
Target
TGT
|
$4.07M |
| 3 |
Walmart
WMT
|
$3.93M |
| 4 |
Procter & Gamble
PG
|
$3.91M |
| 5 |
Lowe's Companies
LOW
|
$3.89M |
Sector Composition
| 1 | Financials | 19.79% |
| 2 | Healthcare | 12.26% |
| 3 | Materials | 9.88% |
| 4 | Consumer Staples | 8.68% |
| 5 | Energy | 7.53% |
