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
$115M
AUM Growth
-$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.02M
3
+$1.65M
4
FANG icon
Diamondback Energy
FANG
+$1.52M
5
ED icon
Consolidated Edison
ED
+$1.5M

Top Sells

1
+$5.13M
2
+$4.34M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.23M
5
ORLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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123
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