BCA
Ballentine Capital Advisors Portfolio holdings
AUM
$197M
This Quarter Return
+8.93%
1 Year Return
+2.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.61%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$42.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$21.2M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$17.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$14.4M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$12.1M |
Top Sells
No sells this quarter
