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
$154M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$949K
3 +$238K
4
AMZN icon
Amazon
AMZN
+$225K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$104K

Top Sells

1 +$1.47M
2 +$650K
3 +$495K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$238K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$188K

Sector Composition

1 Technology 1.49%
2 Healthcare 1.1%
3 Financials 0.71%
4 Energy 0.22%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$239K 0.16%
414
27
$238K 0.15%
+1,938
28
$225K 0.15%
+2,180
29
-7,217