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
$959M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$7.93M
3
+$7.28M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.27M
5
WM icon
Waste Management
WM
+$6.93M

Top Sells

1
+$23.3M
2
+$11.2M
3
+$11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.56M
5
ABT icon
Abbott
ABT
+$730K

Sector Composition

1 Technology 16.62%
2 Financials 13.06%
3 Healthcare 11.77%
4 Industrials 9.03%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.03%
6,500
-3,720
127
$239K 0.02%
519
+2
128
$224K 0.02%
3,044
+26
129
$221K 0.02%
8,724
-3,666
130
$221K 0.02%
5,665
131
$219K 0.02%
6,669
-9,079
132
$218K 0.02%
+5,423
133
$216K 0.02%
1,603
134
$212K 0.02%
1,537
-56
135
$209K 0.02%
2,051
+35
136
$209K 0.02%
1,565
+9
137
$205K 0.02%
1,372
+116
138
$199K 0.02%
3,429
+1,377
139
$194K 0.02%
311
+1
140
$188K 0.02%
15,447
141
$187K 0.02%
6,504
+78
142
$183K 0.02%
2,424
+169
143
$183K 0.02%
1,732
+7
144
$182K 0.02%
3,530
+26
145
$181K 0.02%
7,299
+246
146
$180K 0.02%
658
+4
147
$178K 0.02%
3,541
+8
148
$177K 0.02%
2,283
+16
149
$177K 0.02%
503
+1
150
$174K 0.02%
2,477
+36
4 5
6
7 8