BI

Bulldog Investors Portfolio holdings

AUM $449M
1-Year Est. Return 5.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.27M
3
+$4.13M
4
THCA
Tuscan Holdings Corp. II Common Stock
THCA
+$3.52M
5
DTF
DTF Tax-Free Income 2028 Term Fund
DTF
+$3.37M

Top Sells

1
+$5.51M
2
+$3.03M
3
+$1.38M
4
VLT icon
Invesco High Income Trust II
VLT
+$945K
5
MNCLU
Monocle Acquisition Corporation Units
MNCLU
+$904K

Sector Composition

1 Financials 5.92%
2 Industrials 3.64%
3 Real Estate 2.76%
4 Consumer Staples 2.74%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
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