Buffalo Flexible Allocation Fund Inv (BUFBX)
21.05
-0.25
(-1.17%)
USD |
Mar 04 2025
BUFBX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2024.
| Type | % Net |
|---|---|
| Cash | 0.17% |
| Stock | 98.43% |
| Bond | 0.17% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 1.22% |
Market Capitalization
As of September 30, 2024
| Large | 73.43% |
| Mid | 21.46% |
| Small | 5.11% |
Region Exposure
| Americas | 98.15% |
|---|---|
|
North America
|
98.15% |
| United States | 98.15% |
|
Latin America
|
0.00% |
As of September 30, 2024. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.42% |
|---|---|
| United Kingdom | 0.89% |
|
Europe Developed
|
0.53% |
| Switzerland | 0.53% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.29% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.29% |
| Australia | 0.29% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.14% |
|---|
Stock Sector Exposure
| Cyclical |
|
13.58% |
| Materials |
|
1.42% |
| Consumer Discretionary |
|
0.00% |
| Financials |
|
9.46% |
| Real Estate |
|
2.70% |
| Sensitive |
|
50.62% |
| Communication Services |
|
3.50% |
| Energy |
|
25.02% |
| Industrials |
|
3.80% |
| Information Technology |
|
18.30% |
| Defensive |
|
35.44% |
| Consumer Staples |
|
19.74% |
| Health Care |
|
15.70% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.36% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.36% |
As of June 30, 2024