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
$357M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.43M
3
+$1.32M
4
AMZN icon
Amazon
AMZN
+$750K
5
MSFT icon
Microsoft
MSFT
+$630K

Top Sells

1
+$5.27M
2
+$1.34M
3
+$1.08M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$974K
5
AAPL icon
Apple
AAPL
+$860K

Sector Composition

1 Technology 16.73%
2 Financials 8.42%
3 Industrials 7.58%
4 Healthcare 6.54%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
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