BA
Bluesphere Advisors Portfolio holdings
AUM
$201M
This Quarter Return
-3.55%
1 Year Return
+18.04%
3 Year Return
+84.68%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-3.1%)
Cap. Flow
+$926K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
66.29%
Holding
89
New
4
Increased
33
Reduced
19
Closed
5
Top Buys
| 1 |
BlackRock Flexible Income ETF
BINC
|
$749K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$661K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$628K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$401K |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$360K |
Top Sells
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Communication Services | 5.39% |
| 3 | Financials | 2.94% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Healthcare | 2.41% |
