BA

Bivin & Associates Portfolio holdings

AUM $93.1M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.68%
2 Industrials 5.35%
3 Consumer Discretionary 4.67%
4 Healthcare 4.24%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
+70
277
$1K ﹤0.01%
+15
278
$1K ﹤0.01%
+20
279
$1K ﹤0.01%
+5
280
$1K ﹤0.01%
+115
281
$1K ﹤0.01%
+10
282
$1K ﹤0.01%
+118
283
$1K ﹤0.01%
+5
284
$1K ﹤0.01%
+16
285
$1K ﹤0.01%
+50
286
$1K ﹤0.01%
+20
287
$1K ﹤0.01%
+5
288
$1K ﹤0.01%
+25
289
$1K ﹤0.01%
+25
290
$1K ﹤0.01%
+100
291
$1K ﹤0.01%
+10
292
$1K ﹤0.01%
+32
293
$1K ﹤0.01%
+10
294
$1K ﹤0.01%
+25
295
$1K ﹤0.01%
+24
296
$1K ﹤0.01%
+50
297
$1K ﹤0.01%
+20
298
$1K ﹤0.01%
+5
299
$1K ﹤0.01%
+152
300
$1K ﹤0.01%
+30