BGA

Battery Global Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 16.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.94%
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 +$2.95M
2 +$2.07M
3 +$607K
4
VT icon
Vanguard Total World Stock ETF
VT
+$501K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$462K

Top Sells

1 +$895K
2 +$754K
3 +$579K
4
CRM icon
Salesforce
CRM
+$523K
5
ATMP icon
iPath Select MLP ETN
ATMP
+$360K

Sector Composition

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