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BF
Brogan Financial Portfolio holdings
AUM
$227M
1-Year Est. Return
11.73%
This Fund
S&P 500
1 Year Est. Return
+11.73%
AUM
$227M
AUM Growth
-$1.45M
(-0.63%)
Holding
59
Top Buys
| 1 | +$1.07M | |
| 2 | +$507K | |
| 3 | +$370K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$293K |
| 5 |
Merck
MRK
|
+$200K |
Top Sells
| 1 | +$260K | |
| 2 | +$247K | |
| 3 | +$232K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$187K |
| 5 |
Tesla
TSLA
|
+$54.8K |
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Consumer Staples | 1% |
| 3 | Healthcare | 0.96% |
| 4 | Industrials | 0.89% |
| 5 | Consumer Discretionary | 0.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $235K | 0.1% |
3,485
+8
|
|
||
52
Progressive
PGR
$119B
| $223K | 0.1% |
1,126
+107
|
|
||
|
53
Tesla
TSLA
$1.5T
| $219K | 0.1% |
590
-133
|
|
||
|
54
Merck
MRK
$281B
| $208K | 0.09% |
+1,730
|
|
||
|
ORLA
55
Orla Mining
ORLA
$3.59B
| $204K | 0.09% |
12,626
|
|
||
56
Chemed
CHE
$5.79B
| $203K | 0.09% |
537
+26
|
|
||
57
Broadridge
BR
$15.9B
| – | – |
-1,108
|
|
||
58
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
| – | – |
-3,408
|
|
||
59
Ryder
R
$10.2B
| – | – |
-1,214
|
|