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
51
$2.19M 0.76%
62,404
+7,232
52
$2.14M 0.74%
16,498
-1,201
53
$2.07M 0.72%
64,978
+609
54
$1.94M 0.68%
29,732
-349
55
$1.79M 0.62%
24,401
-516
56
$1.75M 0.61%
42,349
-563
57
$1.72M 0.6%
60,186
+8,089
58
$1.64M 0.57%
12,849
-2,241
59
$1.51M 0.53%
11,686
+2,859
60
$1.46M 0.51%
33,344
+5,447
61
$1.45M 0.5%
13,387
+1,179
62
$1.4M 0.49%
22,748
+385
63
$1.35M 0.47%
17,415
-1,055
64
$1.29M 0.45%
14,381
-189
65
$1.27M 0.44%
16,315
-133
66
$1.23M 0.43%
9,715
-8,547
67
$1.11M 0.39%
98,914
-117,604
68
$999K 0.35%
36,896
+3,879
69
$961K 0.34%
38,079
+1,137
70
$920K 0.32%
16,599
+489
71
$899K 0.31%
8,253
-167
72
$855K 0.3%
16,466
+553
73
$692K 0.24%
14,466
-121
74
$659K 0.23%
14,520
+540
75
$633K 0.22%
6,192
+50
1 2
3
4 5