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
101
$378K 0.04%
1,517
+21
102
$374K 0.04%
2,642
+36
103
$369K 0.04%
2,732
+11
104
$361K 0.04%
+7,708
105
$352K 0.04%
6,932
-641
106
$350K 0.04%
2,534
+16
107
$343K 0.04%
10,013
108
$341K 0.04%
2,283
-1,292
109
$334K 0.04%
+5,475
110
$329K 0.04%
3,475
+25
111
$321K 0.04%
1,628
+7
112
$320K 0.04%
2,585
+15
113
$318K 0.04%
1,666
+8
114
$305K 0.04%
5,309
+54
115
$303K 0.04%
15,723
+901
116
$300K 0.04%
3,444
+21
117
$298K 0.04%
+3,628
118
$278K 0.03%
677
+3
119
$278K 0.03%
1,971
+6
120
$276K 0.03%
4,805
+18
121
$276K 0.03%
1,155
-13
122
$274K 0.03%
854
-6
123
$271K 0.03%
4,247
-338
124
$253K 0.03%
3,704
-508
125
$250K 0.03%
6,131
+59
3 4
5
6 7