BC

Bayforest Capital Portfolio holdings

AUM $210M
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.69M
3
+$1.64M
4
CCI icon
Crown Castle
CCI
+$1.63M
5
EL icon
Estee Lauder
EL
+$1.61M

Top Sells

1
+$320K
2
+$319K
3
+$307K
4
HOOD icon
Robinhood
HOOD
+$299K
5
EEFT icon
Euronet Worldwide
EEFT
+$298K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 16.1%
3 Industrials 12.64%
4 Healthcare 12.32%
5 Financials 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$162K 0.07%
2,237
+1,352
427
$160K 0.07%
+2,363
428
$160K 0.07%
608
+314
429
$159K 0.07%
597
+248
430
$159K 0.07%
4,599
+557
431
$157K 0.07%
465
+187
432
$157K 0.07%
1,199
+842
433
$156K 0.07%
1,056
+998
434
$155K 0.07%
+356
435
$154K 0.07%
+5,203
436
$154K 0.07%
1,263
+261
437
$151K 0.07%
+3,876
438
$151K 0.07%
+18,452
439
$150K 0.07%
749
-412
440
$149K 0.07%
3,948
+1,030
441
$147K 0.06%
+569
442
$147K 0.06%
+14,636
443
$146K 0.06%
4,939
-2,741
444
$145K 0.06%
+5,840
445
$144K 0.06%
701
+41
446
$141K 0.06%
+1,435
447
$140K 0.06%
10,359
+113
448
$139K 0.06%
3,983
-4,060
449
$136K 0.06%
+403
450
$136K 0.06%
1,691
+1,119
16 17
18
19 20