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
351
$1K ﹤0.01%
+10
352
$1K ﹤0.01%
+10
353
$1K ﹤0.01%
+40
354
$1K ﹤0.01%
+10
355
$1K ﹤0.01%
+10
356
$1K ﹤0.01%
+200
357
$1K ﹤0.01%
+10
358
$1K ﹤0.01%
+10
359
$1K ﹤0.01%
+20
360
$1K ﹤0.01%
+20
361
$1K ﹤0.01%
+20
362
$1K ﹤0.01%
+114
363
$1K ﹤0.01%
+33
364
$1K ﹤0.01%
+20
365
$1K ﹤0.01%
+100
366
$1K ﹤0.01%
+38
367
$1K ﹤0.01%
+10
368
$1K ﹤0.01%
+10
369
$1K ﹤0.01%
+10
370
$1K ﹤0.01%
+20
371
$1K ﹤0.01%
+38
372
$1K ﹤0.01%
+50
373
$1K ﹤0.01%
+84
374
$1K ﹤0.01%
+34
375
$1K ﹤0.01%
+74