BV

Boxwood Ventures Portfolio holdings

AUM $77.3M
1-Year Est. Return 16.05%
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.8M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$591K
3 +$470K
4
VTRS icon
Viatris
VTRS
+$219K
5
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$5.75K

Top Sells

1 +$633K
2 +$484K
3 +$398K

Sector Composition

1 Technology 27.08%
2 Healthcare 7.3%
3 Financials 7.2%
4 Consumer Discretionary 7.11%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-13,466