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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$5.66M
3 +$4.01M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.79M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.79%
2 Communication Services 9.52%
3 Consumer Discretionary 6.99%
4 Consumer Staples 5.59%
5 Healthcare 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.04M 5.22%
+165,095
2
$5.66M 4.89%
+332,286
3
$4.01M 3.47%
+141,226
4
$3.9M 3.37%
+366,510
5
$3.79M 3.28%
+222,339
6
$3.6M 3.11%
+407,696
7
$3.46M 2.99%
+123,726
8
$3.43M 2.96%
+196,796
9
$2.92M 2.53%
+27,685
10
$2.77M 2.39%
+65,368
11
$2.5M 2.16%
+96,095
12
$2.49M 2.15%
+14,120
13
$2.13M 1.84%
+36,440
14
$1.97M 1.71%
+19,309
15
$1.88M 1.62%
+21,938
16
$1.59M 1.37%
+38,700
17
$1.5M 1.29%
+13,926
18
$1.49M 1.28%
+22,295
19
$1.42M 1.23%
+17,724
20
$1.37M 1.19%
+13,306
21
$1.37M 1.18%
+21,384
22
$1.34M 1.16%
+91,791
23
$1.29M 1.11%
+28,090
24
$1.28M 1.11%
+11,521
25
$1.25M 1.08%
+36,343