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Bison Wealth Portfolio holdings

AUM $454M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.29M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.02M

Top Sells

1
+$2.38M
2
+$1.59M
3
+$1.53M
4
C icon
Citigroup
C
+$1.28M
5
USB icon
US Bancorp
USB
+$1.25M

Sector Composition

1 Healthcare 8.6%
2 Financials 8.54%
3 Consumer Staples 8.31%
4 Industrials 8.18%
5 Technology 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,060
252
– –
-13,918
253
– –
-10,113
254
– –
-13,645
255
– –
-9,921
256
– –
-34,572
257
– –
-3,249
258
– –
-42,567
259
– –
-13,676
260
– –
-2,061
7 8 9 10
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