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
$88M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.4M
3
+$1.37M
4
ROKU icon
Roku
ROKU
+$1.24M
5
BLK icon
Blackrock
BLK
+$1.23M

Top Sells

1
+$4.75M
2
+$4.66M
3
+$4.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.15M
5
SCHG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55K 0.06%
1,009
+374
152
$55K 0.06%
566
+202
153
$55K 0.06%
+2,711
154
$55K 0.06%
1,883
+1,082
155
$54K 0.06%
+2,162
156
$53K 0.06%
761
-750
157
$53K 0.06%
1,235
+120
158
$52K 0.06%
2,808
+1,246
159
$52K 0.06%
2,510
+15
160
$51K 0.06%
974
+339
161
$50K 0.06%
75
+25
162
$50K 0.06%
2,805
163
$49K 0.06%
935
164
$48K 0.05%
378
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165
$48K 0.05%
295
166
$48K 0.05%
310
+113
167
$47K 0.05%
671
168
$47K 0.05%
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169
$46K 0.05%
620
170
$46K 0.05%
662
171
$46K 0.05%
666
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172
$44K 0.05%
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-25
173
$43K 0.05%
550
174
$43K 0.05%
1,450
175
$42K 0.05%
612
5 6
7
8 9