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
$193M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.53M
3
+$1.5M
4
LLY icon
Eli Lilly
LLY
+$257K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$233K

Top Sells

1
+$931K
2
+$182K
3
+$46.7K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$35K
5
JNJ icon
Johnson & Johnson
JNJ
+$34.2K

Sector Composition

1 Technology 2.43%
2 Healthcare 1.03%
3 Financials 0.77%
4 Consumer Discretionary 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$301K 0.16%
5,136
-70
27
$285K 0.15%
1,565
+81
28
$261K 0.14%
3,687
+135
29
$257K 0.13%
+284
30
$236K 0.12%
427
-12
1
2