BRG

Bay Rivers Group Portfolio holdings

AUM $237M
1-Year Est. Return 33.78%
This Quarter Est. Return
1 Year Est. Return
+33.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.01M
2 +$1.31M
3 +$1.29M
4
CWH icon
Camping World
CWH
+$1.12M
5
BGFV
Big 5 Sporting Goods
BGFV
+$1.1M

Top Sells

1 +$1.37M
2 +$1.36M
3 +$836K
4
AMD icon
Advanced Micro Devices
AMD
+$757K
5
COST icon
Costco
COST
+$633K

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 8.85%
3 Communication Services 6.02%
4 Financials 5.19%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,308
77
-3,748
78
-2,721