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
201
$29K 0.03%
753
-528
202
$29K 0.03%
180
203
$29K 0.03%
782
204
$29K 0.03%
1,000
205
$28K 0.03%
236
206
$27K 0.03%
476
-136
207
$27K 0.03%
1,140
208
$26K 0.03%
870
209
$26K 0.03%
+226
210
$25K 0.03%
184
+138
211
$24K 0.03%
825
212
$24K 0.03%
115
213
$23K 0.03%
170
214
$23K 0.03%
229
215
$23K 0.03%
364
+2
216
$23K 0.03%
301
-970
217
$22K 0.03%
815
218
$22K 0.03%
210
219
$22K 0.03%
386
220
$22K 0.03%
637
221
$22K 0.03%
1,000
222
$21K 0.02%
104
223
$21K 0.02%
625
224
$21K 0.02%
819
225
$20K 0.02%
+405
7 8
9
10 11