BP
BCK Partners Portfolio holdings
AUM
$186M
1-Year Est. Return
9.8%
1 Year Est. Return
+9.8%
AUM
$170M
AUM Growth
+$10.2M
(+6.3%)
Holding
28
Top Buys
| 1 | +$692K | |
| 2 | +$392K | |
| 3 | +$253K | |
| 4 |
Exelixis
EXEL
|
+$217K |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$202K |
Top Sells
| 1 | +$331K | |
| 2 | +$223K | |
| 3 | +$202K | |
| 4 |
Applied Materials
AMAT
|
+$97K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$68.5K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Healthcare | 0.61% |
| 3 | Financials | 0.56% |
| 4 | Consumer Discretionary | 0.34% |
| 5 | Industrials | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
| $202K | 0.12% |
+6,005
|
|
||
27
Eli Lilly
LLY
$742B
| – | – |
-244
|
|
||
28
Amgen
AMGN
$159B
| – | – |
-715
|
|