BL
Bolton LP Portfolio holdings
AUM
$42.4M
1-Year Return
7.56%
This Quarter Return
-1.9%
1 Year Return
-7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$42.8M
(+45%)
Cap. Flow
+$48.8M
Cap. Flow
% of AUM
35.43%
Top 10 Holdings %
Top 10 Hldgs %
86.17%
Holding
99
New
13
Increased
12
Reduced
12
Closed
32
Top Buys
| 1 |
Apple
AAPL
|
$46.5M |
| 2 |
Vale
VALE
|
$18.5M |
| 3 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$14.8M |
| 4 |
Ambarella
AMBA
|
$5.87M |
| 5 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
$3.72M |
Top Sells
| 1 |
3D Systems Corporation
DDD
|
$11.8M |
| 2 |
Transocean
RIG
|
$6.5M |
| 3 |
OKS
Oneok Partners LP
OKS
|
$5.37M |
| 4 |
Box
BOX
|
$5.01M |
| 5 |
LINE
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
|
$2.12M |
Sector Composition
| 1 | Technology | 44.2% |
| 2 | Materials | 14% |
| 3 | Healthcare | 4.32% |
| 4 | Consumer Discretionary | 3.71% |
| 5 | Financials | 3.46% |
