BLFG

Brian Low Financial Group Portfolio holdings

AUM $141M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$4.9M
3
+$4.36M
4
AAPL icon
Apple
AAPL
+$3.46M
5
MBB icon
iShares MBS ETF
MBB
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.14%
2 Energy 8.34%
3 Financials 7.57%
4 Healthcare 5.65%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.69%
+3,930
52
$731K 0.68%
+2,058
53
$728K 0.68%
+5,892
54
$711K 0.67%
+1,796
55
$706K 0.66%
+11,881
56
$702K 0.66%
+9,370
57
$697K 0.65%
+7,061
58
$667K 0.62%
+12,533
59
$651K 0.61%
+1,149
60
$611K 0.57%
+8,913
61
$605K 0.57%
+16,116
62
$557K 0.52%
+18,042
63
$525K 0.49%
+6,237
64
$518K 0.48%
+1,985
65
$479K 0.45%
+2,114
66
$477K 0.45%
+10,993
67
$456K 0.43%
+4,667
68
$450K 0.42%
+1,416
69
$418K 0.39%
+4,380
70
$396K 0.37%
+2,763
71
$393K 0.37%
+6,144
72
$388K 0.36%
+561
73
$378K 0.35%
+3,772
74
$377K 0.35%
+6,010
75
$372K 0.35%
+504
1 2
3
4