BCA

Ballentine Capital Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 10.41%
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$289K 0.15%
2,150
27
$254K 0.13%
3,364
28
$251K 0.13%
950
29
$235K 0.12%
2,690
-53