BGA

Battery Global Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.76%
This Quarter Est. Return
1 Year Est. Return
+20.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.41M
3
+$2.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.71M

Top Sells

1
+$8.34M
2
+$4.24M
3
+$250K
4
TEAM icon
Atlassian
TEAM
+$242K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$94.2K

Sector Composition

1 Technology 36.99%
2 Financials 0.79%
3 Healthcare 0.77%
4 Communication Services 0.56%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86.5K 0.05%
+1,915
52
$85.2K 0.05%
+161
53
$82.4K 0.04%
+358
54
$82.1K 0.04%
+718
55
$80.3K 0.04%
+718
56
$79K 0.04%
+3,591
57
$77K 0.04%
+239
58
$76.4K 0.04%
+1,436
59
$74.3K 0.04%
+1,436
60
$73.8K 0.04%
+2,623
61
$71.7K 0.04%
+125
62
$67.3K 0.04%
+957
63
$61.7K 0.03%
+363
64
$58.5K 0.03%
+250
65
$56.5K 0.03%
+1,000
66
$55.9K 0.03%
+119
67
$54.5K 0.03%
+264
68
$51.2K 0.03%
+478
69
$50.1K 0.03%
+478
70
$48K 0.03%
+233
71
$47.7K 0.03%
+174
72
$47.1K 0.03%
+358
73
$45.3K 0.02%
+358
74
$43K 0.02%
+957
75
$41K 0.02%
+239
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3
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