BP
BBR Partners Portfolio holdings
AUM
$1.73B
1-Year Est. Return
13.64%
1 Year Est. Return
+13.64%
AUM
$1.73B
AUM Growth
+$128M
(+8%)
Holding
276
Top Buys
| 1 | +$61M | |
| 2 | +$12.4M | |
| 3 | +$10.5M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.48M |
| 5 |
iShares US Technology ETF
IYW
|
+$2.3M |
Top Sells
| 1 | +$63.4M | |
| 2 | +$2.99M | |
| 3 | +$2.8M | |
| 4 |
KKR & Co
KKR
|
+$2.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2M |
Sector Composition
| 1 | Technology | 7.43% |
| 2 | Financials | 5.27% |
| 3 | Industrials | 4.85% |
| 4 | Consumer Staples | 3.01% |
| 5 | Communication Services | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Real Estate ETF
VNQ
$33.9B
| – | – |
-15,941
|
|