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
$148M
AUM Growth
+$9.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.41M
2 +$2.61M
3 +$1.12M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$984K
5
VB icon
Vanguard Small-Cap ETF
VB
+$849K

Top Sells

1 +$6.18M
2 +$2.33M
3 +$838K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$685K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$661K

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