BA

Bristlecone Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$27.2M
2 +$23.8M
3 +$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.46M

Sector Composition

1 Technology 18.9%
2 Consumer Discretionary 5.43%
3 Healthcare 4.96%
4 Financials 4.31%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,029