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Home > Institutional Investor > Bft Financial Group, Llc > Profile

Instuitional Investor - Bft Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Bft Financial Group, Llc
Portfolio Value $876,334,926
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 809,548 $133,994,861 15.29%
2.
American Centy Etf Tr
 734,670 $55,173,718 6.29%
3.
Vanguard World Fd
 673,002 $52,649,500 6%
4.
Apple Inc.
 AAPL 251,471 $48,766,079 5.56%
5.
Vanguard World Fd
 735,657 $39,034,936 4.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)