BI

Blooom Inc Portfolio holdings

AUM $52.7M
1-Year Est. Return 6.26%
This Quarter Est. Return
1 Year Est. Return
-6.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
-$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$352K
2 +$238K
3 +$210K
4
BANC icon
Banc of California
BANC
+$149K
5
SIRI icon
SiriusXM
SIRI
+$95K

Top Sells

1 +$5.02M
2 +$1.49M
3 +$582K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$236K
5
ORCL icon
Oracle
ORCL
+$196K

Sector Composition

1 Technology 3%
2 Consumer Staples 2.46%
3 Financials 2.37%
4 Consumer Discretionary 1.83%
5 Industrials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,536