BP
BCK Partners Portfolio holdings
AUM
$186M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$186M
AUM Growth
+$15.3M
(+9%)
Holding
27
Top Buys
| 1 | +$1.66M | |
| 2 | +$1.26M | |
| 3 | +$1.17M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.07M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$673K |
Top Sells
| 1 | +$241K | |
| 2 | +$64.4K | |
| 3 | +$23.8K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$16.7K |
| 5 |
UnitedHealth
UNH
|
+$13.1K |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Healthcare | 0.62% |
| 3 | Financials | 0.53% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Industrials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Exelixis
EXEL
$10.8B
| $203K | 0.11% |
4,920
|
|
||
27
NextEra Energy
NEE
$172B
| – | – |
-3,477
|
|