BC

Bullfrog Capital Portfolio holdings

AUM $191M
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$134M
3
+$78.6M
4
ROOT icon
Root
ROOT
+$5.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 70.03%
2 Technology 29.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$228M 51.2%
+12,862,748
2
$134M 29.97%
+1,329,622
3
$78.6M 17.61%
+8,819,028
4
$5.44M 1.22%
+97,443