BCP
Blackhawk Capital Partners Portfolio holdings
AUM
$217M
This Quarter Return
+7.63%
1 Year Return
+23.28%
3 Year Return
+76.5%
5 Year Return
+111.2%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+13%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
6.62%
Top 10 Holdings %
Top 10 Hldgs %
30.7%
Holding
141
New
36
Increased
41
Reduced
48
Closed
12
Top Buys
| 1 |
Broadcom
AVGO
|
$2.2M |
| 2 |
lululemon athletica
LULU
|
$2.08M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.92M |
| 4 |
Qualcomm
QCOM
|
$1.57M |
| 5 |
J.M. Smucker
SJM
|
$1.55M |
Top Sells
| 1 |
Zoom
ZM
|
$1.71M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.55M |
| 3 |
Axcelis
ACLS
|
$1.44M |
| 4 |
Consolidated Edison
ED
|
$1.31M |
| 5 |
Fortinet
FTNT
|
$1.15M |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Communication Services | 10.02% |
| 3 | Consumer Discretionary | 9.99% |
| 4 | Financials | 7.96% |
| 5 | Healthcare | 7.43% |
