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
$187M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$733K
3
+$224K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$145K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$127K

Top Sells

1
+$908K
2
+$289K
3
+$133K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$92.8K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$78.3K

Sector Composition

1 Technology 1.37%
2 Healthcare 0.95%
3 Financials 0.8%
4 Consumer Discretionary 0.26%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$291K 0.16%
1,022
27
$255K 0.14%
439
+25
28
$227K 0.12%
3,552
29
$224K 0.12%
+1,484
1
2