Bernarda Pesantez
@Bfi Infinity Ltd.
Latest period2024 - Q4ReportedManaged Assets$92.048MTotal holdings44
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Bfi Infinity Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 44 positions.
Assets under management
The assets under management (AUM) of Bfi Infinity Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 92.048M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Bernarda Pesantez, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VTIVanguard Index Fds
| 16.85% | $15.502M 53,490 shares@ $289.82 avg price | New Position |
GDXVaneck Etf Trust
| 14.54% | $13.375M 394,435 shares@ $33.92 avg price | New Position |
IWMIshares Tr
| 13.25% | $12.196M 55,195 shares@ $220.96 avg price | New Position |
URNMSprott Fds Tr
| 9.23% | $8.491M 210,649 shares@ $40.31 avg price | New Position |
HACKAmplify Etf Tr
| 8.66% | $7.967M 106,953 shares@ $74.5 avg price | New Position |
MSFTMicrosoft Corp
| 5.21% | $4.794M 11,373 shares@ $421.51 avg price | New Position |
ROBOExchange Traded Concepts Tru
| 4.61% | $4.237M 75,385 shares@ $56.22 avg price | New Position |
KLACKla Corp
| 3.99% | $3.665M 5,816 shares@ $630.13 avg price | New Position |
XOMExxon Mobil Corp
| 3.96% | $3.639M 33,830 shares@ $107.57 avg price | New Position |
VGKVanguard Intl Equity Index F
| 3.59% | $3.297M 51,950 shares@ $63.48 avg price | New Position |