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

Top Buys

1 +$314K
2 +$185K
3 +$152K
4
INFY icon
Infosys
INFY
+$141K
5
D icon
Dominion Energy
D
+$107K

Top Sells

1 +$257K
2 +$237K
3 +$211K
4
CSX icon
CSX Corp
CSX
+$183K
5
SYY icon
Sysco
SYY
+$96.9K

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