BL
Bolton LP Portfolio holdings
AUM
$42.4M
1-Year Return
7.56%
This Quarter Return
-1.75%
1 Year Return
-7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$42.4M
AUM Growth
-$95.3M
(-69%)
Cap. Flow
-$73.4M
Cap. Flow
% of AUM
-173.04%
Top 10 Holdings %
Top 10 Hldgs %
94.48%
Holding
63
New
2
Increased
1
Reduced
5
Closed
25
Top Buys
| 1 |
3D Systems Corporation
DDD
|
$769K |
| 2 |
MBLY
Mobileye N.V.
MBLY
|
$211K |
| 3 |
Vital Energy
VTLE
|
$70.4K |
Top Sells
| 1 |
Vale
VALE
|
$19.2M |
| 2 |
Apple
AAPL
|
$17M |
| 3 |
Ambarella
AMBA
|
$5.98M |
| 4 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$5.55M |
| 5 |
KING
KING DIGITAL ENTMT PLC ORD SHS (IRL)
KING
|
$4.04M |
Sector Composition
| 1 | Technology | 73.46% |
| 2 | Healthcare | 4.34% |
| 3 | Energy | 4.09% |
| 4 | Financials | 2.9% |
| 5 | Consumer Discretionary | 0.85% |
