BRG
Bay Rivers Group Portfolio holdings
AUM
$219M
This Quarter Return
+6.37%
1 Year Return
+25.32%
3 Year Return
+131.63%
5 Year Return
+178.27%
10 Year Return
–
AUM
$98.7M
AUM Growth
+$98.7M
(-1.3%)
Cap. Flow
-$4.93M
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
45.74%
Holding
64
New
4
Increased
30
Reduced
17
Closed
4
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$3M |
| 2 |
Boeing
BA
|
$341K |
| 3 |
Home Depot
HD
|
$287K |
| 4 |
Exxon Mobil
XOM
|
$220K |
| 5 |
Elevance Health
ELV
|
$217K |
Top Sells
Sector Composition
| 1 | Technology | 20.97% |
| 2 | Consumer Discretionary | 8.02% |
| 3 | Healthcare | 6.11% |
| 4 | Communication Services | 4.83% |
| 5 | Consumer Staples | 3.89% |
