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
$843M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.9M
3
+$4.38M
4
BA icon
Boeing
BA
+$3.73M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$3.3M

Top Sells

1
+$13.3M
2
+$6.59M
3
+$3.51M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M
5
BLK icon
Blackrock
BLK
+$2M

Sector Composition

1 Technology 16.01%
2 Financials 11.65%
3 Healthcare 11.15%
4 Industrials 10.28%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.31%
24,115
-3,159
52
$2.53M 0.3%
23,775
-1,282
53
$2.51M 0.3%
17,354
-24,264
54
$2.19M 0.26%
40,007
-16,434
55
$2.08M 0.25%
13,490
+34
56
$2.05M 0.24%
19,841
+49
57
$1.87M 0.22%
74,703
-28,771
58
$1.66M 0.2%
16,669
-1,239
59
$1.6M 0.19%
7,550
-132
60
$1.58M 0.19%
32,133
+711
61
$1.55M 0.18%
30,768
-4,289
62
$1.5M 0.18%
3,892
-792
63
$1.48M 0.18%
11,584
-1,224
64
$1.37M 0.16%
44,502
+149
65
$1.37M 0.16%
13,201
+499
66
$1.35M 0.16%
10,264
+4
67
$1.29M 0.15%
8,545
-990
68
$1.25M 0.15%
16,721
-8,152
69
$1.24M 0.15%
48,690
+116
70
$1.23M 0.15%
3,002
+9
71
$1.22M 0.14%
3,863
+7
72
$1.21M 0.14%
11,939
-1,084
73
$1.02M 0.12%
3,313
-73
74
$1.02M 0.12%
7,620
-5,473
75
$1.01M 0.12%
11,046
-9
1 2
3
4 5