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
$108M
AUM Growth
+$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$323K
2 +$203K
3 +$150K
4
INFY icon
Infosys
INFY
+$143K
5
D icon
Dominion Energy
D
+$103K

Top Sells

1 +$234K
2 +$216K
3 +$198K
4
CSX icon
CSX Corp
CSX
+$172K
5
SYY icon
Sysco
SYY
+$90.9K

Sector Composition

1 Technology 15.83%
2 Industrials 13.76%
3 Consumer Staples 10.57%
4 Financials 10.4%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
25
127
$1K ﹤0.01%
100
128
$1K ﹤0.01%
52
129
$0 ﹤0.01%
+2
130
$0 ﹤0.01%
13