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BC

Bakala Capital Portfolio holdings

AUM $20.8M
1-Year Est. Return 13.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.5M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$71.7K
2
+$67.3K
3
+$65.8K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$60.7K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24.9K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.4M 29.16%
90,121
+428
2
$3.56M 19.2%
5,806
+17
3
$1.85M 9.97%
34,091
+175
4
$1.64M 8.86%
16,372
+663
5
$1.62M 8.77%
20,321
+846
6
$1.32M 7.14%
30,528
+1,666
7
$1M 5.4%
37,129
+2,268
8
$932K 5.03%
18,840
+122
9
$739K 3.99%
10,060
+40
10
$460K 2.48%
1,809
+6