BA
Bluesphere Advisors Portfolio holdings
AUM
$226M
1-Year Est. Return
24.58%
This Fund
S&P 500
1 Year Est. Return
+24.58%
AUM
$226M
AUM Growth
+$7.97M
(+3.7%)
Holding
101
Top Buys
| 1 | +$1.6M | |
| 2 | +$1M | |
| 3 | +$855K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$749K |
| 5 |
UnitedHealth
UNH
|
+$524K |
Top Sells
| 1 | +$2.78M | |
| 2 | +$486K | |
| 3 | +$388K | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$388K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$334K |
Sector Composition
| 1 | Technology | 7.74% |
| 2 | Communication Services | 5.01% |
| 3 | Financials | 3.57% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Healthcare | 2.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Bitcoin Trust
IBIT
$51.9B
| – | – |
-7,473
|
|