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
76
$38.6K 0.02%
+116
77
$37.8K 0.02%
+119
78
$36.6K 0.02%
+957
79
$36.4K 0.02%
+408
80
$35.2K 0.02%
+478
81
$35K 0.02%
+358
82
$33.6K 0.02%
+57
83
$33.4K 0.02%
+141
84
$32.8K 0.02%
+119
85
$30.1K 0.02%
+478
86
$29.3K 0.02%
+739
87
$29K 0.02%
+463
88
$28.8K 0.02%
+357
89
$28.2K 0.02%
+1,197
90
$28.1K 0.02%
+122
91
$28.1K 0.02%
+1,197
92
$26.7K 0.01%
+598
93
$24.8K 0.01%
+837
94
$24.2K 0.01%
+371
95
$24K 0.01%
+408
96
$23.1K 0.01%
+83
97
$22.6K 0.01%
+90
98
$22.3K 0.01%
+408
99
$21.7K 0.01%
+239
100
$21.7K 0.01%
+35
2 3
4
5 6