BEP

Brookside Equity Partners Portfolio holdings

AUM $22.5M
1-Year Est. Return 62.43%
This Quarter Est. Return
1 Year Est. Return
+62.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.5M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 92%
2 Technology 7.36%
3 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLQT icon
1
SelectQuote
SLQT
$324M
$20.7M 92%
17,678,757
LYFT icon
2
Lyft
LYFT
$8.1B
$1.66M 7.36%
157,072
HNST icon
3
The Honest Company
HNST
$405M
$143K 0.64%
113,776