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
$176M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$1.44M
3 +$143K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$105K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.3K

Top Sells

1 +$848K
2 +$420K
3 +$79.7K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$57.6K
5
UNH icon
UnitedHealth
UNH
+$52.6K

Sector Composition

1 Technology 1.36%
2 Healthcare 0.97%
3 Financials 0.72%
4 Industrials 0.21%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$290K 0.16%
1,788
27
$220K 0.12%
414
28
$216K 0.12%
3,552