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
$419M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$10.9M
3
+$8.03M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.17M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.31M

Top Sells

1
+$5.73M
2
+$3.34M
3
+$2.16M
4
AAPL icon
Apple
AAPL
+$2M
5
CSCO icon
Cisco
CSCO
+$1.55M

Sector Composition

1 Technology 20.08%
2 Healthcare 6.38%
3 Financials 6.03%
4 Consumer Discretionary 5.75%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
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