BCFS

Butensky & Cohen Financial Security Portfolio holdings

AUM $370M
1-Year Est. Return 22.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$156K
3
+$141K
4
BA icon
Boeing
BA
+$135K
5
CSX icon
CSX Corp
CSX
+$121K

Top Sells

1
+$533K
2
+$206K
3
+$173K
4
EFX icon
Equifax
EFX
+$123K
5
FISV
Fiserv Inc
FISV
+$116K

Sector Composition

1 Technology 15.82%
2 Industrials 13.38%
3 Consumer Staples 11.07%
4 Financials 9.98%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
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