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BSCCG

Blue Sky Capital Consultants Group Portfolio holdings

AUM $234M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+17.01%
1 Year Est. Return
+21.5%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$166M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow %
96.55%
Top 10 Hldgs %
59.21%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$17.1M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.6M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
AAPL icon
Apple
AAPL
+$7.81M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.42%
2 Technology 22.57%
3 Consumer Discretionary 17.69%
4 Communication Services 7.42%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DRN icon
51
Direxion Daily Real Estate Bull 3X ETF
DRN
$39.2M
$186K 0.11%
+18,904
New +$226K
1 2
3

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Blue Sky Capital Consultants Group's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Blue Sky Capital Consultants Group, which disclosed 51 positions worth $166M. Its ten largest holdings account for 59% of the portfolio.

Its largest position is Tesla: 53,032 shares worth $21.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, followed by Technology and Consumer Discretionary.

  • Blue Sky Capital Consultants Group's largest Q4 2024 buy was Tesla: 53,032 shares worth $21.4M.
  • Blue Sky Capital Consultants Group's ten largest holdings make up 59% of its $166M portfolio in Q4 2024.
  • Blue Sky Capital Consultants Group disclosed 51 positions in Q4 2024, its first 13F filing on record.

Based on Blue Sky Capital Consultants Group's 13F filing for Q4 2024, filed 19 Feb 2025.