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
$138M
AUM Growth
-$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$9.49M
2 +$4.16M
3 +$1.38M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.11M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$980K

Top Sells

1 +$9.05M
2 +$3.57M
3 +$1.21M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$881K
5
VB icon
Vanguard Small-Cap ETF
VB
+$777K

Sector Composition

1 Healthcare 1.3%
2 Technology 1.21%
3 Financials 0.56%
4 Utilities 0.25%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$249K 0.18%
1,103
27
$246K 0.18%
2,180
28
$210K 0.15%
414