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
401
$0 ﹤0.01%
+20
402
$0 ﹤0.01%
+20
403
$0 ﹤0.01%
+19
404
$0 ﹤0.01%
+7
405
$0 ﹤0.01%
+7
406
$0 ﹤0.01%
+55
407
$0 ﹤0.01%
+10
408
$0 ﹤0.01%
+5
409
$0 ﹤0.01%
+1
410
0
411
$0 ﹤0.01%
+49
412
$0 ﹤0.01%
+6