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 | |
|---|---|---|---|---|---|---|
76
Palantir
PLTR
$366B
| $1.41M | 0.35% |
7,929
+5,402
|
|
||
77
Doximity
DOCS
$4.98B
| $1.37M | 0.35% |
+31,020
|
|
||
78
AES
AES
$10.2B
| $1.36M | 0.34% |
94,993
+4,881
|
|
||
79
Etsy
ETSY
$5.38B
| $1.35M | 0.34% |
24,431
+20,166
|
|
||
80
CubeSmart
CUBE
$9.36B
| $1.35M | 0.34% |
37,432
+13,263
|
|
||
81
Datadog
DDOG
$41.7B
| $1.34M | 0.34% |
+9,822
|
|
||
82
FMC
FMC
$1.73B
| $1.33M | 0.33% |
+95,546
|
|
||
83
Capital One
COF
$120B
| $1.28M | 0.32% |
5,297
-2,495
|
|
||
84
Estee Lauder
EL
$35.7B
| $1.28M | 0.32% |
12,214
-2,007
|
|
||
85
Centene
CNC
$21.5B
| $1.28M | 0.32% |
+30,991
|
|
||
86
Zebra Technologies
ZBRA
$11.1B
| $1.27M | 0.32% |
5,242
+3,864
|
|
||
87
Blackrock
BLK
$163B
| $1.27M | 0.32% |
+1,182
|
|
||
88
Williams Companies
WMB
$92.7B
| $1.26M | 0.32% |
21,030
+12,836
|
|
||
89
PG&E
PCG
$41.6B
| $1.26M | 0.32% |
78,325
+52,866
|
|
||
90
IDEAYA Biosciences
IDYA
$3.05B
| $1.25M | 0.31% |
+36,205
|
|
||
91
Dell
DELL
$97.5B
| $1.25M | 0.31% |
+9,896
|
|
||
92
Revolution Medicines
RVMD
$19.4B
| $1.24M | 0.31% |
+15,556
|
|
||
93
Sprouts Farmers Market
SFM
$7.38B
| $1.23M | 0.31% |
15,484
+10,180
|
|
||
94
Corteva
CTVA
$53.1B
| $1.23M | 0.31% |
18,403
+11,637
|
|
||
95
United Parcel Service
UPS
$96.1B
| $1.22M | 0.31% |
+12,304
|
|
||
96
Akamai
AKAM
$14.9B
| $1.21M | 0.31% |
+13,914
|
|
||
97
American Tower
AMT
$89.1B
| $1.19M | 0.3% |
6,801
-140
|
|
||
98
Zurn Elkay Water Solutions
ZWS
$8.39B
| $1.19M | 0.3% |
25,648
+5,264
|
|
||
99
Las Vegas Sands
LVS
$37.7B
| $1.19M | 0.3% |
18,249
+2,419
|
|
||
100
FormFactor
FORM
$7.23B
| $1.19M | 0.3% |
+21,280
|
|