BCP

Blackhawk Capital Partners Portfolio holdings

AUM $217M
1-Year Est. Return 23.28%
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.4M
3
+$1.37M
4
ROKU icon
Roku
ROKU
+$1.24M
5
BLK icon
Blackrock
BLK
+$1.23M

Top Sells

1
+$4.75M
2
+$4.66M
3
+$4.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.15M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.47M

Sector Composition

1 Technology 14.73%
2 Consumer Discretionary 10.18%
3 Communication Services 10.01%
4 Healthcare 9.41%
5 Energy 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.02%
228
-8,242
227
$19K 0.02%
305
-490
228
$19K 0.02%
14,800
229
$18K 0.02%
90
230
$18K 0.02%
961
231
$17K 0.02%
380
232
$17K 0.02%
393
+235
233
$17K 0.02%
1,100
234
$17K 0.02%
+1,200
235
$16K 0.02%
1,000
236
$16K 0.02%
580
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237
$16K 0.02%
824
238
$16K 0.02%
337
239
$15K 0.02%
100
240
$15K 0.02%
350
241
$14K 0.02%
200
242
$14K 0.02%
+129
243
$13K 0.01%
396
244
$12K 0.01%
440
245
$11K 0.01%
396
246
$11K 0.01%
200
247
$10K 0.01%
1,250
248
$10K 0.01%
45
249
$10K 0.01%
30
250
$10K 0.01%
318
8 9
10
11 12