BFM

Blacksheep Fund Management Portfolio holdings

AUM $71.4M
1-Year Est. Return 49.33%
This Quarter Est. Return
1 Year Est. Return
+49.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.4M
AUM Growth
-$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$24.4M
2 +$5.04M

Top Sells

1 +$49.2M
2 +$27.5M
3 +$6.88M
4
TCX icon
Tucows
TCX
+$113K

Sector Composition

1 Communication Services 53.17%
2 Technology 27.98%
3 Financials 18.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.4M 44.07%
+263,296
2
$15.5M 27.98%
903,625
-6,607
3
$10.4M 18.85%
181,615
-856,789
4
$5.04M 9.1%
+59,920
5
-145,552
6
-210,364