BCM

Brasada Capital Management Portfolio holdings

AUM $588M
1-Year Est. Return 17.33%
This Quarter Est. Return
1 Year Est. Return
+17.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$925K
3
+$887K
4
VICI icon
VICI Properties
VICI
+$837K
5
ANSS
Ansys
ANSS
+$789K

Top Sells

1
+$8.79M
2
+$1.04M
3
+$995K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$986K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$970K

Sector Composition

1 Real Estate 19.87%
2 Technology 14.67%
3 Utilities 13.87%
4 Industrials 10.78%
5 Energy 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
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