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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
76
$47.6K 0.02%
469
+1
77
$46.3K 0.02%
374
+1
78
$44.9K 0.02%
239
79
$44.9K 0.02%
+1,235
80
$44.1K 0.02%
118
+1
81
$44K 0.02%
239
82
$42.1K 0.02%
957
83
$41.9K 0.02%
478
84
$41K 0.02%
119
85
$40.2K 0.02%
1,197
86
$39.1K 0.02%
478
87
$39K 0.02%
756
+4
88
$38.3K 0.02%
358
89
$36.8K 0.02%
357
90
$36K 0.02%
478
91
$32.4K 0.02%
239
92
$31.9K 0.02%
1,197
93
$31.8K 0.01%
975
94
$31.7K 0.01%
122
95
$31.3K 0.01%
598
96
$31.1K 0.01%
119
97
$30.1K 0.01%
957
98
$28.7K 0.01%
301
+1
99
$28K 0.01%
150
100
$28K 0.01%
91
2 3
4
5 6