BFA
Brendel Financial Advisors Portfolio holdings
AUM
$179M
1-Year Return
34.27%
This Quarter Return
+8.63%
1 Year Return
+34.27%
3 Year Return
+91.3%
5 Year Return
+265.35%
10 Year Return
–
AUM
$182M
AUM Growth
+$32.5M
(+22%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
10.65%
Top 10 Holdings %
Top 10 Hldgs %
31.1%
Holding
287
New
201
Increased
22
Reduced
45
Closed
3
Top Buys
| 1 |
Invesco Solar ETF
TAN
|
$5.69M |
| 2 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$5.09M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$4.88M |
| 4 |
Peloton Interactive
PTON
|
$3M |
| 5 |
Chubb
CB
|
$2.74M |
Top Sells
| 1 |
First Trust Natural Gas ETF
FCG
|
$6.6M |
| 2 |
Amplify Online Retail ETF
IBUY
|
$5.36M |
| 3 |
Acquirers Small and Micro Deep Value ETF
DEEP
|
$5.28M |
| 4 |
Exxon Mobil
XOM
|
$3.57M |
| 5 |
Devon Energy
DVN
|
$2.95M |
Sector Composition
| 1 | Financials | 13.43% |
| 2 | Healthcare | 10.4% |
| 3 | Industrials | 9.38% |
| 4 | Materials | 8.81% |
| 5 | Technology | 7.62% |
