BA
Bluesphere Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
23.95%
This Fund
S&P 500
1 Year Est. Return
+23.95%
AUM
$281M
AUM Growth
+$55.2M
(+24%)
Holding
127
Top Buys
| 1 | +$25.7M | |
| 2 | +$18.3M | |
| 3 | +$7.31M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.34M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$2.5M |
Top Sells
| 1 | +$1.17M | |
| 2 | +$1.07M | |
| 3 | +$1.06M | |
| 4 |
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
|
+$669K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
+$592K |
Sector Composition
| 1 | Technology | 6.13% |
| 2 | Communication Services | 3.17% |
| 3 | Financials | 2.83% |
| 4 | Healthcare | 2.01% |
| 5 | Consumer Discretionary | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$994M
| – | – |
-10,918
|
|
||
127
Uber
UBER
$146B
| – | – |
-4,218
|
|