BP
BCK Partners Portfolio holdings
AUM
$185M
1-Year Est. Return
12.69%
This Fund
S&P 500
1 Year Est. Return
+12.69%
AUM
$185M
AUM Growth
+$178K
(+0.1%)
Holding
27
Top Buys
| 1 | +$1.29M | |
| 2 | +$595K | |
| 3 | +$413K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$336K |
| 5 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$18.5K |
Top Sells
| 1 | +$280K | |
| 2 | +$230K | |
| 3 | +$155K | |
| 4 |
Applied Materials
AMAT
|
+$124K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$25.2K |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Healthcare | 0.65% |
| 3 | Financials | 0.51% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Energy | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
| $201K | 0.11% |
6,005
|
|
||
27
Eli Lilly
LLY
$862B
| – | – |
-214
|
|