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
$151M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$489K
2 +$418K
3 +$172K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$128K
5
MSFT icon
Microsoft
MSFT
+$11.6K

Sector Composition

1 Technology 1.74%
2 Healthcare 1.14%
3 Financials 0.53%
4 Industrials 0.28%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$207K 0.14%
1,177