BV
Boxwood Ventures Portfolio holdings
AUM
$89.8M
1-Year Est. Return
25.84%
1 Year Est. Return
+25.84%
AUM
$89.8M
AUM Growth
+$12.5M
(+16%)
Holding
32
Top Buys
| 1 | +$3.81M | |
| 2 | +$490K | |
| 3 | +$219K | |
| 4 |
Annaly Capital Management
NLY
|
+$78.2K |
| 5 |
Invesco CEF Income Composite ETF
PCEF
|
+$5.95K |
Sector Composition
| 1 | Technology | 41% |
| 2 | Communication Services | 7.28% |
| 3 | Consumer Discretionary | 5.9% |
| 4 | Consumer Staples | 5.57% |
| 5 | Financials | 5.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Annaly Capital Management
NLY
$15.1B
| $400K | 0.45% |
19,150
+3,740
|
|
||
27
Clearway Energy Class C
CWEN
$3.91B
| $318K | 0.35% |
11,272
|
|
||
|
28
Invesco CEF Income Composite ETF
PCEF
$852M
| $303K | 0.34% |
15,191
+298
|
|
||
29
Kraft Heinz
KHC
$29B
| $261K | 0.29% |
10,039
|
|
||
30
Ford
F
$54.4B
| $219K | 0.24% |
+18,301
|
|
||
31
Permian Resources
PR
$10.9B
| $218K | 0.24% |
17,065
|
|
||
32
Intel
INTC
$179B
| – | – |
-16,070
|
|