BFA
Brendel Financial Advisors Portfolio holdings
AUM
$195M
1-Year Est. Return
31.38%
1 Year Est. Return
+31.38%
AUM
$195M
AUM Growth
+$16.2M
(+9.1%)
Holding
127
Top Buys
| 1 | +$3.9M | |
| 2 | +$3.78M | |
| 3 | +$3.74M | |
| 4 |
Stanley Black & Decker
SWK
|
+$3.45M |
| 5 |
Illinois Tool Works
ITW
|
+$3.38M |
Top Sells
| 1 | +$3.51M | |
| 2 | +$3.44M | |
| 3 | +$3.21M | |
| 4 |
Automatic Data Processing
ADP
|
+$3.12M |
| 5 |
T. Rowe Price
TROW
|
+$2.98M |
Sector Composition
| 1 | Industrials | 16.35% |
| 2 | Financials | 16.25% |
| 3 | Technology | 14.37% |
| 4 | Materials | 8.72% |
| 5 | Healthcare | 8.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Utilities Select Sector SPDR Fund
XLU
$22.4B
| – | – |
-6,987
|
|
||
127
Health Care Select Sector SPDR Fund
XLV
$40.9B
| – | – |
-4,097
|
|