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BWAL

Basecamp Wealth Advisors LLC Portfolio holdings

AUM $483M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,199
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$5.52M
3
+$3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.81M

Top Sells

1
+$1.08M
2
+$746K
3
+$381K
4
CYBR
CyberArk
CYBR
+$144K
5
IAU icon
iShares Gold Trust
IAU
+$98.2K

Sector Composition

1 Technology 17.02%
2 Financials 7.06%
3 Healthcare 6.89%
4 Consumer Discretionary 4.97%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SXC icon
1326
SunCoke Energy
SXC
$714M
$2.77K ﹤0.01%
425
SAFT icon
1327
Safety Insurance
SAFT
$1.06B
$2.76K ﹤0.01%
38
+17
DHT icon
1328
DHT Holdings
DHT
$2.91B
$2.76K ﹤0.01%
+151
FET icon
1329
Forum Energy Technologies
FET
$560M
$2.76K ﹤0.01%
+47
VICR icon
1330
Vicor
VICR
$15.1B
$2.74K ﹤0.01%
+17
ECPG icon
1331
Encore Capital Group
ECPG
$1.87B
$2.73K ﹤0.01%
+39
NFG icon
1332
National Fuel Gas
NFG
$7.27B
$2.73K ﹤0.01%
29
-23
MESO
1333
Mesoblast
MESO
$1.87B
$2.72K ﹤0.01%
177
BKE icon
1334
Buckle
BKE
$2.19B
$2.72K ﹤0.01%
+54
TNL icon
1335
Travel + Leisure Co
TNL
$4.76B
$2.7K ﹤0.01%
39
RCI icon
1336
Rogers Communications
RCI
$18.8B
$2.69K ﹤0.01%
70
TMP icon
1337
Tompkins Financial
TMP
$1.34B
$2.68K ﹤0.01%
34
+14
LPG icon
1338
Dorian LPG
LPG
$1.58B
$2.67K ﹤0.01%
78
+71
AAMI
1339
Acadian Asset Management
AAMI
$2.49B
$2.67K ﹤0.01%
+49
TLX
1340
Telix Pharmaceuticals
TLX
$3.68B
$2.64K ﹤0.01%
276
CHCO icon
1341
City Holding Co
CHCO
$1.87B
$2.63K ﹤0.01%
22
EGP icon
1342
EastGroup Properties
EGP
$11B
$2.59K ﹤0.01%
14
MCB icon
1343
Metropolitan Bank Holding Corp
MCB
$1.21B
$2.58K ﹤0.01%
31
+30
WRLD icon
1344
World Acceptance Corp
WRLD
$937M
$2.57K ﹤0.01%
+19
WEYS icon
1345
Weyco Group
WEYS
$364M
$2.56K ﹤0.01%
80
RGLD icon
1346
Royal Gold
RGLD
$17.4B
$2.54K ﹤0.01%
10
-6
CACC icon
1347
Credit Acceptance
CACC
$6.52B
$2.54K ﹤0.01%
6
VAC icon
1348
Marriott Vacations Worldwide
VAC
$3.39B
$2.54K ﹤0.01%
39
-29
CBU icon
1349
Community Bank
CBU
$3.56B
$2.52K ﹤0.01%
43
-43
CART icon
1350
Maplebear
CART
$11B
$2.51K ﹤0.01%
+67
52 53
54
55 56