BA
Bluesphere Advisors Portfolio holdings
AUM
$201M
This Quarter Return
-0.39%
1 Year Return
+18.04%
3 Year Return
+84.68%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(-7.8%)
Cap. Flow
-$7.27M
Cap. Flow
% of AUM
-6.98%
Top 10 Holdings %
Top 10 Hldgs %
55.79%
Holding
91
New
3
Increased
25
Reduced
29
Closed
8
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$2.18M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$476K |
| 3 |
General Motors
GM
|
$429K |
| 4 |
Tesla
TSLA
|
$344K |
| 5 |
NVIDIA
NVDA
|
$262K |
Top Sells
| 1 |
Alibaba
BABA
|
$4.97M |
| 2 |
iShares China Large-Cap ETF
FXI
|
$3.56M |
| 3 |
Exxon Mobil
XOM
|
$382K |
| 4 |
Newmont
NEM
|
$359K |
| 5 |
Freeport-McMoran
FCX
|
$301K |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Communication Services | 9.78% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Industrials | 6.28% |
| 5 | Financials | 3.53% |
