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
$210M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.11M
3
+$297K
4
VB icon
Vanguard Small-Cap ETF
VB
+$273K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$59.4K

Top Sells

1
+$392K
2
+$386K
3
+$236K
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$67.1K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$29.5K

Sector Composition

1 Technology 2.27%
2 Healthcare 0.92%
3 Financials 0.61%
4 Consumer Discretionary 0.23%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$314K 0.15%
3,717
+30
27
$300K 0.14%
8,896
-1,991
28
$252K 0.12%
284
29
$250K 0.12%
1,510
-55
30
– –
-427
1
2