FB

Finward Bancorp Portfolio holdings

AUM $129M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.75%
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
+$3.12M
2
+$2.22M
3
+$224K
4
IBM icon
IBM
IBM
+$220K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$202K

Top Sells

1
+$365K
2
+$220K
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
101
$204K 0.18%
456
102
$201K 0.17%
+1,843
103
$168K 0.15%
15,536
104
$10.6K 0.01%
13,485
105
– –
-4,340
106
– –
-873
107
– –
-6,655
108
– –
-2,367
109
– –
-702
1 2 3 4
5