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
76
$1M 0.12%
9,496
+361
77
$1M 0.12%
9,135
+1,913
78
$964K 0.11%
3,377
-9
79
$961K 0.11%
19,468
-40
80
$921K 0.11%
17,803
-2,981
81
$891K 0.11%
6,352
+8
82
$879K 0.1%
18,721
-2,844
83
$863K 0.1%
6,669
-992
84
$737K 0.09%
9,132
-5,499
85
$692K 0.08%
2,844
-127
86
$655K 0.08%
17,535
-5,283
87
$628K 0.07%
52,410
+23,364
88
$628K 0.07%
49,804
+3,034
89
$606K 0.07%
1,765
-26
90
$582K 0.07%
13,039
-1,136
91
$576K 0.07%
3,882
+2,649
92
$536K 0.06%
1,297
+3
93
$511K 0.06%
11,779
+56
94
$485K 0.06%
17,460
+7,390
95
$484K 0.06%
7,240
96
$431K 0.05%
2,354
97
$407K 0.05%
2,872
-122
98
$404K 0.05%
6,973
-9,076
99
$390K 0.05%
2,570
-323
100
$380K 0.05%
3,652
+452
2 3
4
5 6