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
$148M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$3.33M
3
+$2.82M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.48M
5
DEED icon
First Trust Securitized Plus ETF
DEED
+$2.46M

Top Sells

1
+$7.42M
2
+$5.72M
3
+$3.47M
4
MDT icon
Medtronic
MDT
+$2.33M
5
LPLA icon
LPL Financial
LPLA
+$1.99M

Sector Composition

1 Technology 14.8%
2 Consumer Discretionary 9.91%
3 Industrials 9.83%
4 Communication Services 8.95%
5 Financials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.45%
+14,359
27
$2.08M 1.41%
+4,596
28
$2.04M 1.38%
29,048
+5,587
29
$1.84M 1.24%
41,172
-633
30
$1.83M 1.24%
3,753
+1,438
31
$1.77M 1.2%
30,007
+26,351
32
$1.76M 1.19%
11,334
33
$1.74M 1.18%
6,716
-1,605
34
$1.73M 1.17%
17,593
+467
35
$1.71M 1.16%
10,911
+344
36
$1.66M 1.13%
17,097
+232
37
$1.65M 1.12%
2,835
-10
38
$1.57M 1.06%
22,145
-8,761
39
$1.55M 1.05%
+17,052
40
$1.49M 1.01%
28,611
-601
41
$1.46M 0.99%
26,713
-77
42
$1.44M 0.98%
+6,837
43
$1.35M 0.91%
13,024
-12
44
$1.34M 0.91%
+9,696
45
$1.26M 0.85%
11,569
-390
46
$1.25M 0.84%
15,099
-1,548
47
$1.21M 0.82%
65,518
-7,934
48
$1.21M 0.82%
15,101
-1,828
49
$1.2M 0.81%
+26,154
50
$1.17M 0.8%
2,295
-101
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