BCP

Blue Chip Partners Portfolio holdings

AUM $1.23B
1-Year Est. Return 17.2%
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$1.91M
3
+$1.37M
4
POT
Potash Corp Of Saskatchewan
POT
+$847K
5
CVX icon
Chevron
CVX
+$656K

Top Sells

1
+$2.65M
2
+$783K
3
+$748K
4
AMLP icon
Alerian MLP ETF
AMLP
+$680K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Industrials 16.83%
2 Technology 12.72%
3 Healthcare 10.56%
4 Financials 10.45%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 1.32%
58,722
+1,361
27
$2.39M 1.25%
51,100
+5,486
28
$2.36M 1.23%
34,994
+20,267
29
$2.34M 1.22%
26,058
+7,295
30
$2.26M 1.18%
57,879
-2,829
31
$2.26M 1.18%
50,227
+108
32
$2.14M 1.12%
40,166
-410
33
$2.1M 1.09%
12,939
+946
34
$2.09M 1.09%
46,458
+411
35
$2.07M 1.08%
41,380
+4,553
36
$2.03M 1.06%
34,881
+158
37
$2.02M 1.05%
66,107
+4,066
38
$2M 1.04%
15,240
+3,371
39
$2M 1.04%
23,580
+2,089
40
$1.94M 1.01%
14,677
-206
41
$1.82M 0.95%
69,360
-4
42
$1.82M 0.95%
20,682
+2,809
43
$1.77M 0.92%
32,314
+281
44
$1.75M 0.91%
50,253
+7,675
45
$1.69M 0.88%
20,651
+6,939
46
$1.49M 0.78%
21,905
+3,386
47
$1.38M 0.72%
53,703
-29,118
48
$1.36M 0.71%
3,992
+843
49
$1.28M 0.67%
23,183
+11
50
$1.25M 0.65%
24,426
+538
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