BLFG

Brian Low Financial Group Portfolio holdings

AUM $147M
1-Year Est. Return 26.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.44M
3 +$935K
4
STM icon
STMicroelectronics
STM
+$810K
5
DAL icon
Delta Air Lines
DAL
+$788K

Top Sells

1 +$1.84M
2 +$1.43M
3 +$1.29M
4
AZN icon
AstraZeneca
AZN
+$1.25M
5
SMG icon
ScottsMiracle-Gro
SMG
+$870K

Sector Composition

1 Technology 17.94%
2 Energy 9.07%
3 Financials 8%
4 Healthcare 6.93%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KTB icon
126
Kontoor Brands
KTB
$3.88B
-10,816
MRK icon
127
Merck
MRK
$286B
-2,023
NKE icon
128
Nike
NKE
$64.8B
-12,696