BUFDX
Buffalo Dividend Focus Fund
1W: -0.1%
1M: +2.8%
3M: +4.4%
YTD: +8.5%
1Y: +12.8%
3Y: +51.4%
5Y: +64.8%
$38.08
+0.30 (+0.79%)
Weekly Expected Move ±1.1%
$37
$37
$37
$38
$38
Key Statistics
AUM$180M
Holdings81
Top 10 Wt30.3%
Volume0
Avg Volume0
Beta0.79
Portfolio Fundamentals
P/E20.2
P/B5.5
Div Yield2.54%
ROE20.0%
% Profitable80%
Inception2012-12-03
Sector Allocation
Technology
15.6%
Financial Services
14.6%
Energy
12.0%
Healthcare
10.3%
Communication Services
9.7%
Real Estate
7.2%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL.DE | 4.73% | $7.9M | 31,080 |
| 2 | Meta Platforms Inc | FB2A.DE | 4.56% | $7.6M | 13,300 |
| 3 | Microsoft Corp | 0MSD.L | 4.14% | $6.9M | 18,650 |
| 4 | Royal Caribbean Cruises Ltd | 0I1W.L | 2.83% | $4.7M | 17,126 |
| 5 | LUMENTUM HOLDINGS INC | — | 2.76% | $4.6M | 650,000 |
| 6 | Viper Energy Inc | VNOM | 2.54% | $4.2M | 90,000 |
| 7 | JPMorgan Chase & Co | CMC.DE | 2.47% | $4.1M | 14,000 |
| 8 | Visa Inc | 3V64.DE | 2.34% | $3.9M | 12,925 |
| 9 | HCA Healthcare Inc | 0J1R.L | 2.30% | $3.8M | 8,100 |
| 10 | Alphabet Inc | ABEC.DE | 2.24% | $3.7M | 13,000 |