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
$143M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$482K
2 +$368K
3 +$259K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$190K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$167K

Top Sells

1 +$309K
2 +$302K
3 +$250K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$37.1K
5
GLW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,900