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
$162M
AUM Growth
-$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$831K
3 +$680K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$583K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$313K

Top Sells

1 +$213K
2 +$75.8K
3 +$58.3K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$31.7K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$14.9K

Sector Composition

1 Technology 1.45%
2 Healthcare 1.18%
3 Financials 0.63%
4 Industrials 0.28%
5 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$242K 0.15%
410
27
-11,250