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
$157M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$1.89M
3 +$646K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$592K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$469K

Top Sells

1 +$281K
2 +$207K
3 +$111K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$40.5K
5
MSFT icon
Microsoft
MSFT
+$10.7K

Sector Composition

1 Technology 1.55%
2 Healthcare 1.07%
3 Financials 0.5%
4 Industrials 0.24%
5 Utilities 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$176K 0.11%
+13,182
27
-1,177