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
101
$298K 0.1%
2,729
+26
102
$266K 0.09%
2,991
103
$247K 0.09%
1,781
+6
104
$241K 0.08%
1,714
-291
105
$240K 0.08%
4,475
-937
106
$234K 0.08%
2,816
-343
107
$219K 0.08%
1,618
+4
108
$208K 0.07%
1,842
+15
109
$206K 0.07%
+1,288
110
$200K 0.07%
5,171
+42
111
$195K 0.07%
3,888
+310
112
$194K 0.07%
5,575
113
$182K 0.06%
3,940
-670
114
$149K 0.05%
2,967
+18
115
$136K 0.05%
+1,265
116
$134K 0.05%
1,813
+8
117
$131K 0.05%
2,732
-748
118
$127K 0.04%
1,484
+8
119
$125K 0.04%
941
+35
120
$120K 0.04%
2,156
+15
121
$117K 0.04%
2,474
-715
122
$110K 0.04%
+593
123
$108K 0.04%
987
+6
124
$104K 0.04%
+616
125
$102K 0.04%
2,622
-6,658
2 3 4
5
6