BSCCG

Blue Sky Capital Consultants Group Portfolio holdings

AUM $228M
1-Year Est. Return 53.55%
This Quarter Est. Return
1 Year Est. Return
+53.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$1.57M
3 +$1.51M
4
BN icon
Brookfield
BN
+$1.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.09M

Sector Composition

1 Technology 24.14%
2 Consumer Discretionary 13.59%
3 Financials 8.08%
4 Communication Services 5.09%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBIT icon
26
iShares Bitcoin Trust
IBIT
$84.7B
$1.82M 0.92%
29,813
+435
TECL icon
27
Direxion Daily Technology Bull 3x Shares
TECL
$4.54B
$1.5M 0.76%
16,079
-689
DMAX
28
iShares Large Cap Max Buffer Dec ETF
DMAX
$79.8M
$1.37M 0.69%
52,916
+7,641
SCHG icon
29
Schwab US Large-Cap Growth ETF
SCHG
$53B
$1.23M 0.62%
42,112
+274
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.14T
$935K 0.47%
5,304
-21,853
IWM icon
31
iShares Russell 2000 ETF
IWM
$71.6B
$920K 0.46%
4,264
-110
TNA icon
32
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.5B
$887K 0.45%
26,448
-916
SCHK icon
33
Schwab 1000 Index ETF
SCHK
$4.73B
$768K 0.39%
25,739
-408
RSPH icon
34
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$748M
$751K 0.38%
25,725
-1,457
SCHA icon
35
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$703K 0.35%
27,781
-1,267
JAJL
36
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$242M
$670K 0.34%
23,783
-6,514
QCOM icon
37
Qualcomm
QCOM
$182B
$655K 0.33%
4,110
-273
SCHO icon
38
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$576K 0.29%
+23,610
GOOG icon
39
Alphabet (Google) Class C
GOOG
$3.15T
$571K 0.29%
3,218
-281
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$553K 0.28%
1,139
-34
PMAR icon
41
Innovator US Equity Power Buffer ETF March
PMAR
$644M
$520K 0.26%
+12,313
MRNA icon
42
Moderna
MRNA
$10.4B
$451K 0.23%
16,354
+1,235
PJUL icon
43
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$387K 0.19%
+8,821
INTU icon
44
Intuit
INTU
$190B
$385K 0.19%
489
UMAR icon
45
Innovator US Equity Ultra Buffer ETF March
UMAR
$198M
$366K 0.18%
9,724
SCHD icon
46
Schwab US Dividend Equity ETF
SCHD
$70.7B
$321K 0.16%
12,118
-2,120
PJUN icon
47
Innovator US Equity Power Buffer ETF June
PJUN
$774M
$315K 0.16%
+7,925
PDEC icon
48
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$305K 0.15%
+7,632
VYM icon
49
Vanguard High Dividend Yield ETF
VYM
$65.6B
$293K 0.15%
2,200
CDNS icon
50
Cadence Design Systems
CDNS
$94B
$280K 0.14%
908
+30