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Blue Investment Opportunities Portfolio holdings

AUM $168M
1-Year Est. Return 21.32%
This Fund
S&P 500
This Quarter Est. Return
+1.21%
1 Year Est. Return
+21.32%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$168M
AUM Growth
+$1.48M
Cap. Flow
-$524K
Cap. Flow %
-0.31%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
QXO
QXO Inc
QXO
+$524K

Sector Composition

1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QXO
1
QXO Inc
QXO
$14.8B
$168M 100%
8,698,038
-27,352
-0.3% -$524K

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