BA
Bivin & Associates Portfolio holdings
AUM
$93.1M
This Quarter Return
+3.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.95%
Holding
412
New
412
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pacer Trendpilot US Bond ETF
PTBD
|
$9.96M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$8.38M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$8.03M |
| 4 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$7.97M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$6.66M |
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% |
