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
126
$3.54K ﹤0.01%
+44
127
$3.46K ﹤0.01%
+27
128
$3.39K ﹤0.01%
+36
129
$3.24K ﹤0.01%
+10
130
$3.02K ﹤0.01%
+27
131
$2.29K ﹤0.01%
+22
132
$1.36K ﹤0.01%
+71
133
$1.32K ﹤0.01%
24
134
$1.15K ﹤0.01%
95
135
$828 ﹤0.01%
+32
136
– –
-1,366
2 3 4 5
6