Berger Financial Group, Inc
CIK Number: 0001826136
1.44B
Market Value
400
# of Holdings
9 months
Avg. Holding Period
34.42%
Win Rate
19.30%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 26.30 | -0.53% | 2.64M | +216.04% | 72.14M | 25.84 | 4.98% |
| 2 | SCHX | Schwab U.S. Lar... | 23.61 | +0.04% | 2.73M | +205.13% | 63.17M | 17.91 | 4.36% |
| 3 | PJFG | PGIM Jennison F... | 99.62 | +0.61% | 645.24K | -0.01% | 61.37M | 57.91 | 4.23% |
| 4 | SCHG | Schwab U.S. Lar... | 28.05 | +0.41% | 2.14M | +327.86% | 59.62M | 19.95 | 4.11% |
| 5 | JBND | JP Morgan Activ... | 52.93 | +0.59% | 1.14M | +1.57% | 59.46M | 51.91 | 4.10% |
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