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
376
$1K ﹤0.01%
+50
377
$1K ﹤0.01%
+20
378
$1K ﹤0.01%
+2
379
$1K ﹤0.01%
+35
380
$1K ﹤0.01%
+69
381
$1K ﹤0.01%
+45
382
$1K ﹤0.01%
+50
383
$1K ﹤0.01%
+3
384
$1K ﹤0.01%
+10
385
$1K ﹤0.01%
+20
386
$1K ﹤0.01%
+20
387
$1K ﹤0.01%
+10
388
$1K ﹤0.01%
+40
389
$1K ﹤0.01%
+10
390
$1K ﹤0.01%
+10
391
$1K ﹤0.01%
+200
392
$1K ﹤0.01%
+50
393
$1K ﹤0.01%
+50
394
$1K ﹤0.01%
+20
395
$0 ﹤0.01%
+4
396
$0 ﹤0.01%
+10
397
$0 ﹤0.01%
+5
398
$0 ﹤0.01%
+7
399
$0 ﹤0.01%
+9
400
$0 ﹤0.01%
+20