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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
126
$7.27K ﹤0.01%
245
127
$7.01K ﹤0.01%
3
128
$6.43K ﹤0.01%
36
129
$5.62K ﹤0.01%
56
130
$5.4K ﹤0.01%
15
131
$5.11K ﹤0.01%
73
+1
132
$3.82K ﹤0.01%
386
133
$3.26K ﹤0.01%
28
134
$2.9K ﹤0.01%
27
135
$2.75K ﹤0.01%
10
136
$2.63K ﹤0.01%
44
137
$2.1K ﹤0.01%
13
138
$2.01K ﹤0.01%
22
139
$1.78K ﹤0.01%
33
140
$1.74K ﹤0.01%
32
141
$1.43K ﹤0.01%
3
142
$1.15K ﹤0.01%
25
143
$1.03K ﹤0.01%
2
144
$857 ﹤0.01%
+8
145
$842 ﹤0.01%
4
146
$758 ﹤0.01%
71
147
$454 ﹤0.01%
+24
148
$191 ﹤0.01%
13
149
– –
-1,914
150
– –
-1,041
3 4 5
6
7