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
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$482K
2 +$421K
3 +$273K
4
VB icon
Vanguard Small-Cap ETF
VB
+$245K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$212K

Top Sells

1 +$1.49M
2 +$286K
3 +$201K
4
MSFT icon
Microsoft
MSFT
+$178K
5
AMGN icon
Amgen
AMGN
+$106K

Sector Composition

1 Technology 1.7%
2 Healthcare 0.98%
3 Financials 0.67%
4 Consumer Discretionary 0.31%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,500
27
-1,510