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
$96.7M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.22M
3
+$1.83M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.72M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.62M

Top Sells

1
+$2.21M
2
+$2.1M
3
+$1.77M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.63M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.49M

Sector Composition

1 Technology 13.99%
2 Healthcare 11.46%
3 Consumer Staples 7.99%
4 Consumer Discretionary 6.76%
5 Financials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.62%
4,200
+152
52
$557K 0.58%
22,178
-88,188
53
$515K 0.53%
9,650
+3,152
54
$480K 0.5%
+5,854
55
$464K 0.48%
3,312
+214
56
$431K 0.45%
3,442
57
$408K 0.42%
2,998
+502
58
$396K 0.41%
8,895
+1,664
59
$389K 0.4%
3,469
60
$370K 0.38%
+4,283
61
$361K 0.37%
20,652
-101,048
62
$356K 0.37%
+10,615
63
$347K 0.36%
+8,320
64
$337K 0.35%
3,926
65
$314K 0.32%
9,663
-60
66
$295K 0.31%
16,935
-26,433
67
$294K 0.3%
2,102
+118
68
$289K 0.3%
+20,635
69
$286K 0.3%
+1,770
70
$280K 0.29%
+42,410
71
$268K 0.28%
+4,560
72
$267K 0.28%
+2,998
73
$264K 0.27%
1,470
74
$262K 0.27%
+1,304
75
$251K 0.26%
1,605
+50
1 2
3
4