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BCK Partners Portfolio holdings
AUM
$207M
1-Year Est. Return
18%
This Fund
S&P 500
This Quarter
Est. Return
+13.61%
1 Year Est. Return
+18%
3 Year Est. Return
+44.58%
5 Year Est. Return
+37.67%
10 Year Est. Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
94.57%
Top 10 Holdings %
Top 10 Hldgs %
95.54%
Holding
25
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$33.9M |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$20.7M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$15.7M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.7M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$6.39M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.8% |
| 2 | Healthcare | 0.77% |
| 3 | Financials | 0.57% |
| 4 | Industrials | 0.33% |
| 5 | Utilities | 0.29% |
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BCK Partners's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for BCK Partners, which disclosed 25 positions worth $115M. Its ten largest holdings account for 96% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 104,137 shares worth $35.8M.
By sector, the portfolio is most concentrated in Technology at 1.8% of assets, followed by Healthcare and Financials.
- BCK Partners's largest Q4 2020 buy was Vanguard S&P 500 ETF: 104,137 shares worth $35.8M.
- BCK Partners's ten largest holdings make up 96% of its $115M portfolio in Q4 2020.
- BCK Partners disclosed 25 positions in Q4 2020, its first 13F filing on record.
Based on BCK Partners's 13F filing for Q4 2020, filed 16 Feb 2021.