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
$562M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$7.82M
3
+$1.69M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.58M
5
AAPL icon
Apple
AAPL
+$1.03M

Top Sells

1
+$12.2M
2
+$8.01M
3
+$1.31M
4
RTX icon
RTX Corp
RTX
+$516K
5
AMZN icon
Amazon
AMZN
+$504K

Sector Composition

1 Technology 17.44%
2 Healthcare 14%
3 Consumer Staples 10.55%
4 Consumer Discretionary 9.97%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$994K 0.18%
25,725
-1,483
52
$939K 0.17%
2,805
+220
53
$928K 0.17%
20,054
-7,983
54
$922K 0.16%
+11,104
55
$922K 0.16%
12,580
-40
56
$818K 0.15%
16,913
-3,947
57
$796K 0.14%
20,213
-2,898
58
$789K 0.14%
6,086
+20
59
$782K 0.14%
3,789
+8
60
$744K 0.13%
9,197
-337
61
$718K 0.13%
+10,190
62
$675K 0.12%
3,492
-589
63
$640K 0.11%
11,072
+692
64
$635K 0.11%
12,255
-1,446
65
$619K 0.11%
22,064
+1,790
66
$618K 0.11%
3,487
+2,174
67
$598K 0.11%
2,869
+155
68
$593K 0.11%
20,866
+186
69
$566K 0.1%
26,281
-10,138
70
$541K 0.1%
+6,249
71
$520K 0.09%
6,521
-1,836
72
$503K 0.09%
2,361
+651
73
$499K 0.09%
4,613
+21
74
$480K 0.09%
9,249
+44
75
$473K 0.08%
1,332
+118
1 2
3
4 5