BL

Bolton LP Portfolio holdings

AUM $42.4M
1-Year Est. Return 30.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-30.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$78.9M
2
+$30.7M
3
+$23.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$22.8M
5
IOC
Interoil Corporation
IOC
+$15.7M

Top Sells

1
+$16.8M
2
+$13.6M
3
+$6.15M
4
DELL
DELL INC
DELL
+$5.95M
5
KO icon
Coca-Cola
KO
+$4.64M

Sector Composition

1 Technology 41.86%
2 Communication Services 14.63%
3 Consumer Discretionary 13.45%
4 Energy 7.58%
5 Materials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
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