BI
Bolthouse Investments Portfolio holdings
AUM
$110M
1-Year Est. Return
29.62%
1 Year Est. Return
+29.62%
AUM
$110M
AUM Growth
+$9.38M
(+9.3%)
Holding
77
Top Buys
| 1 | +$252K | |
| 2 | +$220K | |
| 3 | +$204K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$169K |
| 5 |
CVB Financial
CVBF
|
+$10.6K |
Top Sells
| 1 | +$687K | |
| 2 | +$586K | |
| 3 | +$443K | |
| 4 |
Costco
COST
|
+$327K |
| 5 |
Broadcom
AVGO
|
+$313K |
Sector Composition
| 1 | Financials | 24.41% |
| 2 | Technology | 16.98% |
| 3 | Industrials | 13.11% |
| 4 | Consumer Discretionary | 4.65% |
| 5 | Communication Services | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuit
INTU
$186B
| – | – |
-283
|
|
||
77
Walt Disney
DIS
$202B
| – | – |
-3,570
|
|