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BGA

Battery Global Advisors Portfolio holdings

AUM $186M
1-Year Est. Return 15.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.74%
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.24%
+3,770
27
$504K 0.24%
6,948
28
$483K 0.23%
1,676
29
$479K 0.23%
17,800
30
$351K 0.16%
524
+201
31
$339K 0.16%
3,112
32
$277K 0.13%
+2,968
33
$260K 0.12%
1,035
34
$250K 0.12%
3,655
35
$246K 0.12%
1,082
36
$240K 0.11%
1,733
37
$239K 0.11%
1,402
+2
38
$237K 0.11%
+3,504
39
$221K 0.1%
148
40
$209K 0.1%
598
41
$194K 0.09%
478
42
$193K 0.09%
+1,115
43
$190K 0.09%
+243
44
$182K 0.09%
229
45
$177K 0.08%
957
46
$176K 0.08%
1,558
+1
47
$158K 0.07%
1,197
48
$157K 0.07%
1,915
49
$150K 0.07%
6,256
+846
50
$132K 0.06%
600
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