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
$127M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$273K
3
+$202K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$197K
5
NFLX icon
Netflix
NFLX
+$170K

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
101
$11.3K 0.01%
13,485
102
– –
-3,695
103
– –
-3,474
104
– –
-1,000
105
– –
-316
106
– –
-1,843
1 2 3 4
5