BGA
Battery Global Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+5.73%
1 Year Return
+20.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+1.7%)
Cap. Flow
-$4.48M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
85.87%
Holding
135
New
–
Increased
30
Reduced
4
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.37M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.39M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$830K |
| 4 |
iShares Gold Trust
IAU
|
$705K |
| 5 |
iShares Biotechnology ETF
IBB
|
$194K |
Top Sells
| 1 |
Datadog
DDOG
|
$8.05M |
| 2 |
Intuit
INTU
|
$2.01M |
| 3 |
KraneShares California Carbon Allowance Strategy ETF
KCCA
|
$98.1K |
| 4 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$90.3K |
| 5 |
MongoDB
MDB
|
$10.7K |
Sector Composition
| 1 | Technology | 35.64% |
| 2 | Financials | 0.86% |
| 3 | Communication Services | 0.67% |
| 4 | Healthcare | 0.65% |
| 5 | Industrials | 0.46% |
