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
101
$19.3K 0.01%
+297
102
$18.8K 0.01%
+96
103
$18.7K 0.01%
+36
104
$18.2K 0.01%
+150
105
$16.7K 0.01%
+68
106
$16.6K 0.01%
+72
107
$15.5K 0.01%
+30
108
$12.3K 0.01%
+21
109
$11.4K 0.01%
+38
110
$10.8K 0.01%
6,148
+528
111
$10.7K 0.01%
+122
112
$10.3K 0.01%
+239
113
$7.99K ﹤0.01%
+111
114
$7.69K ﹤0.01%
+53
115
$7.5K ﹤0.01%
+245
116
$7.16K ﹤0.01%
+868
117
$6.6K ﹤0.01%
+208
118
$6.33K ﹤0.01%
+71
119
$6.16K ﹤0.01%
+3
120
$5.33K ﹤0.01%
+44
121
$5.2K ﹤0.01%
+15
122
$4.97K ﹤0.01%
+82
123
$4.48K ﹤0.01%
+386
124
$4.25K ﹤0.01%
+48
125
$3.69K ﹤0.01%
80
-2,043
2 3 4
5
6