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
$167M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$1.52M
2 +$735K
3 +$243K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105K
5
MSFT icon
Microsoft
MSFT
+$101K

Sector Composition

1 Technology 1.5%
2 Healthcare 1.13%
3 Financials 0.52%
4 Industrials 0.28%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$213K 0.13%
11,250
-1,392