BCA

Bitterroot Capital Advisors Portfolio holdings

AUM $146M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$35.6M
2 +$27.4M
3 +$16.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$15.2M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.9M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 2.49%
2 Energy 1.91%
3 Technology 0.37%
4 Industrials 0.06%
5 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
YOLO icon
51
AdvisorShares Pure Cannabis ETF
YOLO
$37M
$892 ﹤0.01%
+270