BGA

Battery Global Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Sells

1 +$1.46M
2 +$1.22M
3 +$47.4K
4
CR icon
Crane Co
CR
+$36.6K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$9.25K

Sector Composition

1 Technology 30.96%
2 Communication Services 0.99%
3 Financials 0.89%
4 Healthcare 0.74%
5 Industrials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$35.3K 0.02%
+957
77
$33.1K 0.02%
358
78
$33.1K 0.02%
466
+1
79
$32.9K 0.02%
957
80
$32.4K 0.02%
478
81
$32.1K 0.02%
478
82
$31.8K 0.02%
117
83
$31.6K 0.02%
119
84
$31.4K 0.02%
357
85
$31.3K 0.02%
119
86
$31.2K 0.02%
748
+4
87
$30.5K 0.02%
975
88
$30.3K 0.02%
58
89
$28.3K 0.02%
837
90
$27.8K 0.02%
122
91
$27.2K 0.02%
1,197
92
$26.3K 0.01%
1,197
93
$25.7K 0.01%
408
94
$24.9K 0.01%
141
95
$24.5K 0.01%
372
96
$23.8K 0.01%
239
97
$23.4K 0.01%
299
+1
98
$21.2K 0.01%
91
+1
99
$19.7K 0.01%
598
100
$18.4K 0.01%
36