BA
Bluesphere Advisors Portfolio holdings
AUM
$201M
This Quarter Return
+4.77%
1 Year Return
+18.04%
3 Year Return
+84.68%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+19%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
12.91%
Top 10 Holdings %
Top 10 Hldgs %
49.41%
Holding
96
New
14
Increased
52
Reduced
14
Closed
6
Top Buys
| 1 |
iShares China Large-Cap ETF
FXI
|
$1.69M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.46M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.38M |
| 4 |
Apple
AAPL
|
$1.15M |
| 5 |
Walt Disney
DIS
|
$811K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 13.04% |
| 2 | Technology | 10.88% |
| 3 | Communication Services | 9.33% |
| 4 | Industrials | 7.03% |
| 5 | Consumer Staples | 4.19% |
