FB

Finward Bancorp Portfolio holdings

AUM $127M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$295K
3 +$224K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$213K
5
NFLX icon
Netflix
NFLX
+$201K

Top Sells

1 +$225K
2 +$214K
3 +$213K
4
DHR icon
Danaher
DHR
+$205K
5
WEC icon
WEC Energy
WEC
+$201K

Sector Composition

1 Technology 12.34%
2 Financials 6.55%
3 Healthcare 4.84%
4 Consumer Staples 4.38%
5 Utilities 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BITF
101
Bitfarms
BITF
$2.77B
$11.3K 0.01%
13,485
BMY icon
102
Bristol-Myers Squibb
BMY
$88.8B
-3,695
CSCO icon
103
Cisco
CSCO
$277B
-3,474
DHR icon
104
Danaher
DHR
$150B
-1,000
MCK icon
105
McKesson
MCK
$97.8B
-316
WEC icon
106
WEC Energy
WEC
$37.6B
-1,843