BA

BKS Advisors Portfolio holdings

AUM $249M
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$3.72M
3
+$1.2M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.06M
5
LGND icon
Ligand Pharmaceuticals
LGND
+$866K

Top Sells

1
+$7.67M
2
+$6.53M
3
+$5.42M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.74M
5
V icon
Visa
V
+$1.1M

Sector Composition

1 Technology 11.67%
2 Financials 9.53%
3 Industrials 8.8%
4 Healthcare 8.04%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
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