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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
101
$27.6K 0.01%
408
102
$26.8K 0.01%
141
103
$26.7K 0.01%
837
104
$23.1K 0.01%
+264
105
$22K 0.01%
957
106
$20.3K 0.01%
59
+1
107
$17.7K 0.01%
36
108
$17.1K 0.01%
35
109
$17K 0.01%
868
110
$16.6K 0.01%
84
+1
111
$16.4K 0.01%
69
112
$16K 0.01%
239
113
$14.3K 0.01%
74
+1
114
$14.2K 0.01%
97
115
$13.1K 0.01%
126
+1
116
$12.1K 0.01%
21
117
$10.7K 0.01%
239
118
$10.7K 0.01%
39
119
$10.6K 0.01%
615
120
$10.6K 0.01%
30
121
$9.57K ﹤0.01%
111
122
$9.36K ﹤0.01%
408
123
$8.79K ﹤0.01%
214
124
$7.49K ﹤0.01%
54
+1
125
$7.36K ﹤0.01%
44
3 4
5
6 7