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
$287M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.78M
3
+$2.97M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
HD icon
Home Depot
HD
+$1.02M

Top Sells

1
+$3.77M
2
+$1.32M
3
+$1.08M
4
GPC icon
Genuine Parts
GPC
+$518K
5
DD icon
DuPont de Nemours
DD
+$285K

Sector Composition

1 Technology 12.51%
2 Financials 11.93%
3 Industrials 11.86%
4 Consumer Staples 10.68%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.39%
27,113
+1,041
27
$3.86M 1.35%
73,810
+11,294
28
$3.56M 1.24%
98,844
+3,080
29
$3.34M 1.17%
80,920
+71,918
30
$3.27M 1.14%
21,335
+6,634
31
$3.21M 1.12%
41,756
+3,979
32
$3.14M 1.09%
28,125
+328
33
$3.1M 1.08%
45,882
+10,493
34
$3.05M 1.06%
49,871
+456
35
$2.87M 1%
23,559
-72
36
$2.76M 0.96%
50,826
-1,179
37
$2.65M 0.92%
54,478
-2,681
38
$2.62M 0.91%
22,341
-115
39
$2.61M 0.91%
74,749
+14,945
40
$2.6M 0.91%
47,057
-74
41
$2.56M 0.89%
24,550
+377
42
$2.54M 0.89%
23,066
+2,876
43
$2.52M 0.88%
12,718
+2,356
44
$2.45M 0.85%
51,869
-79,680
45
$2.44M 0.85%
56,304
-5,864
46
$2.44M 0.85%
31,348
+3,294
47
$2.4M 0.83%
20,735
+2,191
48
$2.34M 0.81%
35,911
+117
49
$2.26M 0.79%
47,255
+1,364
50
$2.2M 0.77%
31,672
+232
1
2
3 4 5