BA
BIP Alliance Portfolio holdings
AUM
$260M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$260M
AUM Growth
+$23.9M
(+10%)
Holding
53
Top Buys
| 1 | +$5.71M | |
| 2 | +$2.18M | |
| 3 | +$978K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$607K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$512K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$1.42M | |
| 3 | +$780K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$496K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$366K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Financials | 1.24% |
| 3 | Consumer Discretionary | 1.04% |
| 4 | Communication Services | 0.99% |
| 5 | Industrials | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
| – | – |
-15,640
|
|
||
52
Exxon Mobil
XOM
$665B
| – | – |
-1,759
|
|
||
53
AbbVie
ABBV
$363B
| – | – |
-998
|
|