BWNYX Bullfinch Greater Western New York Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Oracle Corp (NYSE:ORCL), Constellation Brands (NYSE:STZ), Enviri Corp (NYSE:NVRI).

The investment seeks capital. The fund uses a value approach in its securities selection process. The adviser emphasizes fundamental corporate considerations related to the prospects of the issuer and its industry. Under normal conditions, the adviser invests at least 80% of the fund's net assets plus amounts borrowed for investment purposes (if any) in securities of companies with an important economic presence in the Greater Western New York Region of New York. The fund is non-diversified.

The average market capitalization across the Bullfinch Greater Western New York MF is 56.64B. The market cap for tickers in the group ranges from 144.9M to 344.88B. ORCL holds the highest valuation in this group at 344.88B. The lowest valued company is ULBI at 144.9M.

The average weekly volume growth across all stocks in the Bullfinch Greater Western New York MF was 48%. For the same stocks of the MF, the average monthly volume growth was -62% and the average quarterly volume growth was 119%