BI

Bolthouse Investments Portfolio holdings

AUM $110M
1-Year Est. Return 29.62%
This Quarter Est. Return
1 Year Est. Return
+29.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$10.3M
3 +$7.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.88M
5
AAPL icon
Apple
AAPL
+$5.55M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.69%
2 Technology 15.73%
3 Industrials 12.33%
4 Healthcare 4.19%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.2%
+1,867
77
$220K 0.2%
+8,274
78
$208K 0.19%
+450
79
$101K 0.09%
+10,209