Bullfinch Greater Western New York (BWNYX) - Mid-Cap Value fund with $727.64K in assets. The fund allocates 25.58% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Schwab US Treasury Money Investor at 9.79% of total assets. This is followed by Ultralife Corp. (0.04%) and Enviri Corp. (None).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Schwab US Treasury Money Investor | 9.79% | - | - |
| Ultralife Corp. | 0.04% | - | - |
| Enviri Corp. | None | - | - |
| Astronics Corp. | 4.35% | - | - |
| Gibraltar Industries Inc. | 0.04% | - | - |
| Extra Space Storage | None | - | - |
| Oracle Corp. | 5.15% | - | - |
| Moog, Inc. Class A | 6.18% | - | - |
| Paychex, Inc. | 0.03% | - | - |
| L3harris Technologies Inc. | None | - | - |
| Extra Space Storage Inc. | 4.17% | - | - |
| L3Harris Technologies Inc. | 3.44% | - | - |
| Enviri Corporation | 7.51% | - | - |
| Citigroup Inc. | 5.27% | - | - |
| Integer Holdings Corporation | 5.12% | - | - |
| Corning Inc. | 3.27% | - | - |
| Northrop Grumman Corp. | 0.03% | - | - |
| Xerox Holdings Corp. | 0.03% | - | - |
| Avnet, Inc. | 3.98% | - | - |
| Graham Corp. | 3.34% | - | - |
| Charles Schwab Bank | 6.16% | - | - |