Blooom, Inc. Portfolio Holdings
Blooom, Inc.
- $52.7 Million
- Q3 2022
Blooom, Inc. has filed its 13F form on November 01, 2022 for Q3 2022 where it was disclosed a total value porftolio of $52.7 Million distributed in 38 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $15.5M, Vanguard Star Fd Vanguard Tota with a value of $7.88M, Vanguard Bd Index Fd Inc Inter with a value of $6.53M, Progressive Corp with a value of $2.24M, and Microsoft Corp with a value of $1.96M.
Examining the 13F form we can see an decrease of $5.54M in the current position value, from $58.2M to 52.7M.
Below you can find more details about Blooom, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$52.7 Million
ETFs: $39 Million
Financial Services: $2.64 Million
Technology: $2.34 Million
Consumer Defensive: $2.26 Million
Industrials: $1.72 Million
Energy: $1.39 Million
Consumer Cyclical: $1.31 Million
Communication Services: $978,000
Other: $1.05 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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