BC
Bridgefront Capital Portfolio holdings
AUM
$398M
1-Year Est. Return
13.54%
This Fund
S&P 500
1 Year Est. Return
+13.54%
AUM
$398M
AUM Growth
+$57.9M
(+17%)
Holding
829
Top Buys
| 1 | +$5.85M | |
| 2 | +$3.81M | |
| 3 | +$3.5M | |
| 4 |
Veeva Systems
VEEV
|
+$3.39M |
| 5 |
General Mills
GIS
|
+$3.2M |
Top Sells
| 1 | +$4.81M | |
| 2 | +$3.09M | |
| 3 | +$2.64M | |
| 4 |
Visa
V
|
+$2.58M |
| 5 |
Altria Group
MO
|
+$2.58M |
Sector Composition
| 1 | Technology | 22.56% |
| 2 | Consumer Discretionary | 13.84% |
| 3 | Healthcare | 13.56% |
| 4 | Industrials | 13% |
| 5 | Financials | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Credo Technology Group
CRDO
$18.5B
| $1.71M | 0.43% |
11,907
+6,116
|
|
||
52
Netflix
NFLX
$417B
| $1.71M | 0.43% |
18,195
+13,555
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.67T
| $1.68M | 0.42% |
+5,352
|
|
||
54
Moody's
MCO
$82.3B
| $1.66M | 0.42% |
3,256
-3
|
|
||
55
eBay
EBAY
$40.2B
| $1.65M | 0.42% |
18,977
+9,081
|
|
||
56
GoDaddy
GDDY
$11.9B
| $1.64M | 0.41% |
13,249
+10,892
|
|
||
57
Cummins
CMI
$77.4B
| $1.62M | 0.41% |
+3,170
|
|
||
58
Northern Oil and Gas
NOG
$2.77B
| $1.61M | 0.41% |
75,157
+65,398
|
|
||
59
OGE Energy
OGE
$10.1B
| $1.6M | 0.4% |
37,518
+20,884
|
|
||
60
Cigna
CI
$74.8B
| $1.56M | 0.39% |
5,683
+4,621
|
|
||
61
HCA Healthcare
HCA
$122B
| $1.56M | 0.39% |
+3,349
|
|
||
62
Lumentum
LITE
$48.6B
| $1.54M | 0.39% |
+4,187
|
|
||
63
Skyworks Solutions
SWKS
$8.74B
| $1.54M | 0.39% |
24,212
+13,500
|
|
||
64
ServiceNow
NOW
$119B
| $1.54M | 0.39% |
10,021
+8,086
|
|
||
65
Eaton
ETN
$138B
| $1.53M | 0.39% |
4,817
+4,114
|
|
||
66
Reynolds Consumer Products
REYN
$4.98B
| $1.53M | 0.38% |
+66,741
|
|
||
67
Carnival Corp
CCL
$38.8B
| $1.52M | 0.38% |
49,818
+28,874
|
|
||
68
Conagra Brands
CAG
$9.02B
| $1.52M | 0.38% |
87,788
+58,288
|
|
||
69
Morgan Stanley
MS
$266B
| $1.52M | 0.38% |
+8,559
|
|
||
70
Antero Resources
AR
$11.6B
| $1.52M | 0.38% |
44,030
+11,659
|
|
||
71
Globant
GLOB
$2.2B
| $1.49M | 0.37% |
+22,779
|
|
||
72
UnitedHealth
UNH
$264B
| $1.48M | 0.37% |
+4,481
|
|
||
73
CVS Health
CVS
$103B
| $1.43M | 0.36% |
+18,071
|
|
||
74
Axcelis
ACLS
$2.64B
| $1.43M | 0.36% |
17,765
+7,870
|
|
||
75
Nu Holdings
NU
$72.7B
| $1.41M | 0.36% |
84,361
+50,764
|
|