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BFS
Burkett Financial Services Portfolio holdings
AUM
$292M
1-Year Est. Return
14.95%
This Fund
S&P 500
1 Year Est. Return
+14.95%
AUM
$278M
AUM Growth
+$32.3M
(+13%)
Holding
266
Top Buys
| 1 | +$10.8M | |
| 2 | +$1.55M | |
| 3 | +$1.09M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$919K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$917K |
Top Sells
| 1 | +$404K | |
| 2 | +$229K | |
| 3 | +$91.6K | |
| 4 |
CPSR
Calamos S&P 500 Structured Alt Protection ETF - March
CPSR
|
+$75.7K |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$59.8K |
Sector Composition
| 1 | Industrials | 4.21% |
| 2 | Technology | 2.9% |
| 3 | Communication Services | 1.22% |
| 4 | Financials | 1.21% |
| 5 | Consumer Discretionary | 0.71% |