BCA
Ballentine Capital Advisors Portfolio holdings
AUM
$242M
1-Year Est. Return
17.03%
This Fund
S&P 500
1 Year Est. Return
+17.03%
AUM
$242M
AUM Growth
+$4.14M
(+1.7%)
Holding
27
Top Buys
| 1 | +$923K | |
| 2 | +$629K | |
| 3 | +$496K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$413K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$307K |
Top Sells
| 1 | +$167K | |
| 2 | +$141K | |
| 3 | +$75.3K | |
| 4 |
NVIDIA
NVDA
|
+$61.3K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$25.8K |
Sector Composition
| 1 | Technology | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard FTSE Emerging Markets ETF
VWO
$122B
| $203K | 0.08% |
3,765
|
|
||
27
iShares Micro-Cap ETF
IWC
$1.42B
| $202K | 0.08% |
+1,262
|
|