BI
Bolthouse Investments Portfolio holdings
AUM
$112M
1-Year Est. Return
26.99%
This Fund
S&P 500
1 Year Est. Return
+26.99%
AUM
$110M
AUM Growth
+$9.38M
(+9.3%)
Holding
77
Top Buys
| 1 | +$248K | |
| 2 | +$197K | |
| 3 | +$192K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$162K |
| 5 |
CVB Financial
CVBF
|
+$11.2K |
Top Sells
| 1 | +$577K | |
| 2 | +$537K | |
| 3 | +$443K | |
| 4 |
Costco
COST
|
+$338K |
| 5 |
Broadcom
AVGO
|
+$291K |
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
Philip Morris
PM
$269B
| – | – |
-1,177
|
|
||
77
Prudential Financial
PRU
$32.9B
| – | – |
-1,867
|
|