BFGL

BIRCH FINANCIAL GROUP, LLC Portfolio holdings

AUM $170M
1-Year Est. Return 20.93%
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.62M
3
+$5.62M
4
AMP icon
Ameriprise Financial
AMP
+$5.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 42.32%
2 Technology 18.08%
3 Consumer Discretionary 5.78%
4 Healthcare 5.58%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.26%
+717
77
$224K 0.25%
+3,681
78
$220K 0.25%
+945
79
$215K 0.24%
+169
80
$212K 0.24%
+1,539
81
$207K 0.23%
+1,861
82
$204K 0.23%
+2,418
83
$203K 0.23%
+1,324
84
$200K 0.23%
+2,435
85
$200K 0.23%
+1,194
1 2 3
4