BCP
Blackhawk Capital Partners Portfolio holdings
AUM
$217M
1-Year Return
23.28%
This Quarter Return
-0.19%
1 Year Return
+23.28%
3 Year Return
+76.5%
5 Year Return
+111.2%
10 Year Return
–
AUM
$118M
AUM Growth
+$1.99M
(+1.7%)
Cap. Flow
+$2.58M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
33.26%
Holding
342
New
53
Increased
68
Reduced
89
Closed
24
Top Buys
Top Sells
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$5.68M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.13M |
| 3 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
$2.37M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.45M |
| 5 |
Walt Disney
DIS
|
$1.38M |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Consumer Discretionary | 6.84% |
| 3 | Healthcare | 6.57% |
| 4 | Consumer Staples | 6.15% |
| 5 | Communication Services | 5.92% |
