BBES
Buffalo Business & Estate Services Portfolio holdings
AUM
$689M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$689M
AUM Growth
-$6.92M
(-0.99%)
Holding
109
Top Buys
| 1 | +$10.5M | |
| 2 | +$8.58M | |
| 3 | +$8.06M | |
| 4 |
Boeing
BA
|
+$7.26M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.93M |
Top Sells
| 1 | +$12.1M | |
| 2 | +$7.66M | |
| 3 | +$3.94M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.72M |
| 5 |
Lockheed Martin
LMT
|
+$1.24M |
Sector Composition
| 1 | Technology | 25.19% |
| 2 | Communication Services | 8.82% |
| 3 | Consumer Discretionary | 6.35% |
| 4 | Industrials | 3.7% |
| 5 | Healthcare | 3.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PepsiCo
PEP
$203B
| – | – |
-1,761
|
|
||
102
Procter & Gamble
PG
$345B
| – | – |
-1,565
|
|
||
103
Snowflake
SNOW
$61.6B
| – | – |
-3,683
|
|
||
104
Southern Company
SO
$106B
| – | – |
-3,096
|
|
||
105
iShares TIPS Bond ETF
TIP
$15B
| – | – |
-2,573
|
|
||
106
T-Mobile US
TMUS
$209B
| – | – |
-1,569
|
|
||
107
Toast
TOST
$14.4B
| – | – |
-8,121
|
|
||
108
State Street Technology Select Sector SPDR ETF
XLK
$119B
| – | – |
-1,435
|
|
||
109
Reddit
RDDT
$30.1B
| – | – |
-1,795
|
|