BCM

Basso Capital Management Portfolio holdings

AUM $135M
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$2.83M
2 +$2.16M
3 +$1.63M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$938K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$923K

Top Sells

1 +$2.06M
2 +$770K
3 +$546K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$489K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$473K

Sector Composition

1 Energy 17.57%
2 Financials 3.17%
3 Communication Services 0.94%
4 Technology 0.75%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,646
77
-24,000