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
126
$249K 0.03%
4,763
127
$244K 0.03%
4,079
-321
128
$241K 0.03%
3,148
-1,467
129
$232K 0.03%
2,483
-454
130
$222K 0.03%
1,069
-98
131
$220K 0.03%
4,028
+497
132
$212K 0.03%
1,729
+335
133
$212K 0.03%
5,665
134
$210K 0.02%
1,586
+6
135
$197K 0.02%
2,906
-358
136
$195K 0.02%
5,646
-94
137
$192K 0.02%
1,535
-59
138
$190K 0.02%
1,164
+12
139
$186K 0.02%
647
+4
140
$182K 0.02%
2,623
+19
141
$180K 0.02%
15,447
142
$176K 0.02%
2,068
-85
143
$175K 0.02%
2,260
+11
144
$172K 0.02%
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145
$171K 0.02%
1,874
+14
146
$170K 0.02%
803
-47
147
$170K 0.02%
3,006
148
$170K 0.02%
2,427
+7
149
$161K 0.02%
6,955
-17,301
150
$160K 0.02%
2,128
+12
4 5
6
7 8