BCFS

Butensky & Cohen Financial Security Portfolio holdings

AUM $359M
1-Year Est. Return 12.14%
This Quarter Est. Return
1 Year Est. Return
+12.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.17M
3
+$2.15M
4
CSCO icon
Cisco
CSCO
+$2.15M
5
PBCT
People's United Financial Inc
PBCT
+$2.11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.3%
2 Industrials 12.03%
3 Consumer Staples 12.02%
4 Financials 9.77%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
+20
102
$1K ﹤0.01%
+65
103
$1K ﹤0.01%
+29
104
– –
0
105
– –
0
1 2 3 4
5