BP
BCK Partners Portfolio holdings
AUM
$185M
1-Year Est. Return
11.6%
This Fund
S&P 500
1 Year Est. Return
+11.6%
AUM
$185M
AUM Growth
-$687K
(-0.37%)
Holding
28
Top Buys
| 1 | +$1.48M | |
| 2 | +$510K | |
| 3 | +$289K | |
| 4 |
Eli Lilly
LLY
|
+$230K |
| 5 |
Amgen
AMGN
|
+$216K |
Top Sells
| 1 | +$2.32M | |
| 2 | +$828K | |
| 3 | +$586K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$499K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$283K |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Healthcare | 0.76% |
| 3 | Financials | 0.54% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Industrials | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Amgen
AMGN
$183B
| $216K | 0.12% |
+660
|
|
||
27
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $203K | 0.11% |
6,005
|
|
||
28
Exelixis
EXEL
$11B
| – | – |
-4,920
|
|