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
$66.2M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 36.02%
2 Consumer Discretionary 32.34%
3 Communication Services 31.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.6M 35.7%
255,569
2
$20.9M 31.64%
150,800
3
$13M 19.68%
150,200
4
$8.38M 12.66%
65,940
5
$212K 0.32%
15,167