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
$187M
AUM Growth
+$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.39M
3
+$830K
4
IAU icon
iShares Gold Trust
IAU
+$705K
5
IBB icon
iShares Biotechnology ETF
IBB
+$194K

Top Sells

1
+$8.05M
2
+$2.01M
3
+$98.1K
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$90.3K
5
MDB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.01K ﹤0.01%
44
127
$2.93K ﹤0.01%
28
+1
128
$2.76K ﹤0.01%
27
129
$2.04K ﹤0.01%
22
130
$1.94K ﹤0.01%
24
131
$1.65K ﹤0.01%
95
132
$1.07K ﹤0.01%
32
133
$1.06K ﹤0.01%
71
134
– –
-70,000
135
– –
-82
2 3 4 5
6