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Boxwood Ventures Portfolio holdings

AUM $94.3M
1-Year Est. Return 32.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.8M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$475K
3
+$211K
4
NLY icon
Annaly Capital Management
NLY
+$77.6K
5
PCEF icon
Invesco CEF Income Composite ETF
PCEF
+$5.91K

Top Sells

1
+$457K
2
+$360K

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
$400K 0.45%
19,150
+3,740
27
$318K 0.35%
11,272
28
$303K 0.34%
15,191
+298
29
$261K 0.29%
10,039
30
$219K 0.24%
+18,301
31
$218K 0.24%
17,065
32
– –
-16,070
1
2