BCP
Blackhawk Capital Partners Portfolio holdings
AUM
$217M
This Quarter Return
+4.79%
1 Year Return
+23.28%
3 Year Return
+76.5%
5 Year Return
+111.2%
10 Year Return
–
AUM
$88M
AUM Growth
+$88M
(-25%)
Cap. Flow
-$32.7M
Cap. Flow
% of AUM
-37.16%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
369
New
51
Increased
66
Reduced
61
Closed
52
Top Buys
| 1 |
Exxon Mobil
XOM
|
$1.59M |
| 2 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$1.4M |
| 3 |
Alibaba
BABA
|
$1.37M |
| 4 |
Roku
ROKU
|
$1.24M |
| 5 |
Blackrock
BLK
|
$1.23M |
Top Sells
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$4.75M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$4.66M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.5M |
| 4 |
Schwab International Equity ETF
SCHF
|
$4.15M |
| 5 |
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% |
