BCG

Bravias Capital Group Portfolio holdings

AUM $165M
1-Year Est. Return 20.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$598K
3
+$551K
4
HOOD icon
Robinhood
HOOD
+$467K
5
MSFT icon
Microsoft
MSFT
+$418K

Top Sells

1
+$1.8M
2
+$1.38M
3
+$550K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$498K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$355K

Sector Composition

1 Financials 7.78%
2 Technology 6.63%
3 Communication Services 1.15%
4 Industrials 1.09%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-26,156
102
– –
-49,219
103
– –
-2,123
104
– –
-775
105
– –
-7,128
1 2 3 4
5