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
$64.6M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$547K
3 +$5.97K

Top Sells

1 +$1.26M
2 +$576K
3 +$151K

Sector Composition

1 Technology 30.04%
2 Financials 6.78%
3 Consumer Discretionary 6.46%
4 Communication Services 6.3%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-12,507