BP
BCK Partners Portfolio holdings
AUM
$170M
This Quarter Return
-11.99%
1 Year Return
+10.14%
3 Year Return
+34.13%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-12%)
Cap. Flow
+$908K
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
95.95%
Holding
26
New
–
Increased
12
Reduced
5
Closed
2
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$482K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$368K |
| 3 |
Schwab International Equity ETF
SCHF
|
$259K |
| 4 |
Amazon
AMZN
|
$222K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$190K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$309K |
| 2 |
ESBK
Elmira Savings Bank Elmira NY
ESBK
|
$302K |
| 3 |
Applied Materials
AMAT
|
$250K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$37.1K |
| 5 |
Corning
GLW
|
$26.5K |
Sector Composition
| 1 | Healthcare | 1.32% |
| 2 | Technology | 1.24% |
| 3 | Financials | 0.56% |
| 4 | Industrials | 0.25% |
| 5 | Utilities | 0.23% |