BA

Bristlecone Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 19.79%
This Fund
S&P 500
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 Sells

1 +$1.01M
2 +$675K
3 +$664K
4
SLV icon
iShares Silver Trust
SLV
+$627K
5
LONA
LeonaBio Inc
LONA
+$556K

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
-1,750