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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
51
$117K 0.06%
1,241
+4
52
$112K 0.05%
1,434
53
$101K 0.05%
3,591
54
$98.8K 0.05%
162
55
$98.3K 0.05%
1,436
56
$92.3K 0.04%
126
57
$90.3K 0.04%
957
58
$89.1K 0.04%
+273
59
$88K 0.04%
358
60
$83.8K 0.04%
1,000
61
$80.2K 0.04%
718
62
$79.3K 0.04%
3,112
63
$78.7K 0.04%
2,623
64
$76.5K 0.04%
957
65
$69.8K 0.03%
250
66
$68.6K 0.03%
243
67
$64.8K 0.03%
1,436
68
$60.8K 0.03%
718
69
$59.7K 0.03%
175
70
$58.5K 0.03%
119
71
$52.3K 0.02%
373
+3
72
$50.1K 0.02%
358
73
$49.3K 0.02%
268
+1
74
$48.7K 0.02%
358
75
$48.2K 0.02%
235
+1
1 2
3
4 5