BP
BCK Partners Portfolio holdings
AUM
$170M
This Quarter Return
+13.61%
1 Year Return
+10.14%
3 Year Return
+34.13%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
99.92%
Top 10 Holdings %
Top 10 Hldgs %
95.54%
Holding
25
New
23
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$35.8M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$22.1M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$17.4M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$13.7M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$6.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Healthcare | 0.77% |
| 3 | Financials | 0.57% |
| 4 | Industrials | 0.33% |
| 5 | Utilities | 0.29% |
