BF
Brucke Financial Portfolio holdings
AUM
$197M
1-Year Est. Return
22.86%
This Fund
S&P 500
1 Year Est. Return
+22.86%
AUM
$197M
AUM Growth
+$14.2M
(+7.8%)
Holding
204
Top Buys
| 1 | +$17.7M | |
| 2 | +$3.92M | |
| 3 | +$3.75M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.4M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.36M |
Top Sells
| 1 | +$3.58M | |
| 2 | +$2.16M | |
| 3 | +$1.52M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.46M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$750K |
Sector Composition
| 1 | Technology | 14.18% |
| 2 | Communication Services | 7.61% |
| 3 | Financials | 7.37% |
| 4 | Consumer Discretionary | 4.34% |
| 5 | Healthcare | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ferrari
RACE
$59.6B
| – | – |
-610
|
|
||
202
RELX
RELX
$63.5B
| – | – |
-10,293
|
|
||
203
Rio Tinto
RIO
$157B
| – | – |
-4,216
|
|
||
204
Texas Instruments
TXN
$245B
| – | – |
-1,716
|
|