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
$160M
AUM Growth
+$452K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$64.6K
2 +$38.1K
3 +$24.6K
4
XOM icon
Exxon Mobil
XOM
+$22.7K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$18K

Sector Composition

1 Technology 1.32%
2 Healthcare 1.06%
3 Financials 0.77%
4 Energy 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$248K 0.15%
+1,788
27
$210K 0.13%
+414
28
$203K 0.13%
3,552
+400