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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$7.54M
3 +$5.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.42%
2 Financials 7.01%
3 Healthcare 5.23%
4 Consumer Staples 4.59%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.18%
+702
102
$172K 0.15%
+15,536
103
$20.1K 0.02%
+13,485