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BFG
Brandywine Financial Group Portfolio holdings
AUM
$118M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$118M
AUM Growth
+$71.7M
(+156%)
Holding
64
Top Buys
| 1 | +$15.2M | |
| 2 | +$14.7M | |
| 3 | +$12.5M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$10.8M |
| 5 |
Danaher
DHR
|
+$9.77M |
Top Sells
| 1 | +$8.3M | |
| 2 | +$6.23M | |
| 3 | +$5.61M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$5.04M |
| 5 |
Philip Morris
PM
|
+$4.89M |
Sector Composition
| 1 | Communication Services | 12.76% |
| 2 | Materials | 10.19% |
| 3 | Healthcare | 7.41% |
| 4 | Consumer Discretionary | 6.1% |
| 5 | Consumer Staples | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Global X Lithium & Battery Tech ETF
LIT
$1.93B
| – | – |
-1,876
|
|
||
52
Kratos Defense & Security Solutions
KTOS
$10.3B
| – | – |
-50
|
|
||
53
Kimberly-Clark
KMB
$33.7B
| – | – |
-897
|
|
||
54
iShares Micro-Cap ETF
IWC
$1.38B
| – | – |
-18
|
|
||
55
Iris Energy
IREN
$18.4B
| – | – |
-500
|
|
||
|
GTY
56
Getty Realty Corp
GTY
$2.03B
| – | – |
-1,500
|
|
||
57
GSK
GSK
$103B
| – | – |
-80
|
|
||
58
General Mills
GIS
$18B
| – | – |
-72,484
|
|
||
|
FISV
59
Fiserv Inc
FISV
$28.4B
| – | – |
-75,106
|
|
||
60
Duke Energy
DUK
$97.5B
| – | – |
-18,385
|
|
||
61
Global X SuperDividend US ETF
DIV
$747M
| – | – |
-2,000
|
|
||
62
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
$63.2M
| – | – |
-5,659
|
|
||
63
Clorox
CLX
$12B
| – | – |
-6,744
|
|