FB

Finward Bancorp Portfolio holdings

AUM $132M
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$44K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.23M
3
+$228K
4
IBM icon
IBM
IBM
+$224K
5
MCK icon
McKesson
MCK
+$213K

Top Sells

1
+$370K
2
+$223K
3
+$215K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$213K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Technology 12.1%
2 Financials 7.24%
3 Healthcare 6.16%
4 Consumer Staples 4.78%
5 Utilities 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.56%
1,219
+52
52
$645K 0.56%
14,218
-1,289
53
$630K 0.55%
6,856
54
$609K 0.53%
2,758
55
$595K 0.52%
2,249
-2
56
$593K 0.51%
1,029
-62
57
$568K 0.49%
1,015
+94
58
$567K 0.49%
3,285
+90
59
$567K 0.49%
1,303
60
$562K 0.49%
5,145
61
$558K 0.48%
3,722
-402
62
$542K 0.47%
10,782
-205
63
$521K 0.45%
3,379
64
$515K 0.45%
18,203
-246
65
$513K 0.44%
6,273
-4,526
66
$505K 0.44%
14,954
-495
67
$503K 0.44%
5,600
-52
68
$445K 0.39%
9,651
69
$438K 0.38%
9,885
70
$413K 0.36%
2,602
71
$410K 0.36%
4,674
-245
72
$400K 0.35%
2,145
-67
73
$397K 0.34%
1,576
+26
74
$392K 0.34%
3,560
75
$364K 0.32%
32,575
1 2
3
4 5