BP

BCK Partners Portfolio holdings

AUM $185M
1-Year Est. Return 11.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$2.58M
3
+$1.12M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$989K
5
VB icon
Vanguard Small-Cap ETF
VB
+$858K

Top Sells

1
+$6.16M
2
+$2.32M
3
+$844K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$693K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$660K

Sector Composition

1 Healthcare 1.26%
2 Technology 1.21%
3 Financials 0.74%
4 Industrials 0.26%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.16%
7,217
-6,929
27
$228K 0.15%
414
28
– –
-2,180
1
2