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
101
– –
-8,908
102
– –
-17,811
103
– –
-12,205
104
– –
-99,389
105
– –
-15,096
106
– –
-5,801
107
– –
-20,000
1 2 3 4
5