BGA

Battery Global Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.15M
3 +$638K
4
VT icon
Vanguard Total World Stock ETF
VT
+$520K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$481K

Top Sells

1 +$847K
2 +$754K
3 +$579K
4
CRM icon
Salesforce
CRM
+$523K
5
ATMP icon
iPath Select MLP ETN
ATMP
+$359K

Sector Composition

1 Technology 24.53%
2 Communication Services 1.21%
3 Financials 0.92%
4 Healthcare 0.59%
5 Industrials 0.44%