BA

Bluesphere Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 24.55%
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.01M
2 +$2.14M
3 +$1.5M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.46M
5
T icon
AT&T
T
+$957K

Top Sells

1 +$2.21M
2 +$1.27M
3 +$587K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$573K
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$417K

Sector Composition

1 Technology 15.64%
2 Communication Services 9.22%
3 Consumer Discretionary 7.42%
4 Industrials 5.89%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,290
102
-719