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
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