BP

BCK Partners Portfolio holdings

AUM $186M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.48M
2 +$3.53M
3 +$2.98M
4
UNH icon
UnitedHealth
UNH
+$535K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$492K

Top Sells

1 +$532K
2 +$278K
3 +$236K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$151K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$129K

Sector Composition

1 Technology 1.98%
2 Healthcare 1.1%
3 Financials 0.56%
4 Industrials 0.32%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,529