BGC

Birch Grove Capital Portfolio holdings

AUM $8.83M
1-Year Est. Return 0.22%
This Quarter Est. Return
1 Year Est. Return
+0.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.83M
AUM Growth
-$297K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$28.4K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
1
iShares Russell 2000 ETF
IWM
$70.3B
– –
0
SPY icon
2
SPDR S&P 500 ETF Trust
SPY
$656B
– –
0
CVIIW
3
DELISTED
Churchill Capital Corp VII Warrants
CVIIW
– –
-80,000