BGI

BlueDrive Global Investors Portfolio holdings

AUM $85.4M
1-Year Est. Return 19.84%
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 37.99%
2 Consumer Discretionary 31.23%
3 Communication Services 30.78%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.7M 35.15%
255,569
2
$21.8M 28.74%
150,800
3
$15.3M 20.2%
150,200
4
$6.81M 8.96%
65,940
5
$244K 0.32%
15,167
6
0