BF

Brucke Financial Portfolio holdings

AUM $171M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$576K
3
+$431K
4
PLTR icon
Palantir
PLTR
+$417K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$392K

Top Sells

1
+$270K
2
+$253K
3
+$247K
4
DELL icon
Dell
DELL
+$238K
5
GTES icon
Gates Industrial
GTES
+$224K

Sector Composition

1 Technology 20%
2 Financials 9.32%
3 Communication Services 7.93%
4 Consumer Discretionary 7.37%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.49%
9,721
+4,769
52
$556K 0.48%
8,748
-77
53
$549K 0.48%
1,188
+17
54
$540K 0.47%
23,671
+2,254
55
$528K 0.46%
15,866
+63
56
$524K 0.45%
19,076
-1,188
57
$507K 0.44%
7,629
+663
58
$504K 0.44%
3,989
+23
59
$502K 0.44%
2,573
+46
60
$502K 0.44%
4,185
+317
61
$501K 0.44%
20,487
-269
62
$496K 0.43%
11,254
+98
63
$489K 0.42%
8,892
-847
64
$482K 0.42%
485
+30
65
$471K 0.41%
2,109
-766
66
$465K 0.4%
1,131
+224
67
$462K 0.4%
1,543
-90
68
$455K 0.4%
6,803
-347
69
$451K 0.39%
718
+22
70
$449K 0.39%
923
-28
71
$446K 0.39%
1,395
-116
72
$436K 0.38%
8,304
-165
73
$432K 0.38%
1,787
+110
74
$422K 0.37%
6,614
-173
75
$417K 0.36%
2,769
+326
1 2
3
4 5