BF

Brogan Financial Portfolio holdings

AUM $224M
1-Year Est. Return 10.38%
This Quarter Est. Return
1 Year Est. Return
+10.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.89M
2 +$1.19M
3 +$784K
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$766K
5
NEE icon
NextEra Energy
NEE
+$360K

Top Sells

1 +$383K
2 +$316K
3 +$279K
4
SCHY icon
Schwab International Dividend Equity ETF
SCHY
+$266K
5
TSLA icon
Tesla
TSLA
+$245K

Sector Composition

1 Technology 4.68%
2 Healthcare 1.36%
3 Consumer Discretionary 1.29%
4 Consumer Staples 1.2%
5 Financials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-984