BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
1-Year Return
17.2%
This Quarter Return
+8.68%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$1.23B
AUM Growth
+$67.8M
(+5.8%)
Cap. Flow
+$5.77M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
41.15%
Holding
172
New
12
Increased
97
Reduced
49
Closed
10
Top Buys
| 1 |
Capital Group Municipal Income ETF
CGMU
|
$38.7M |
| 2 |
Eaton
ETN
|
$8.29M |
| 3 |
Quanta Services
PWR
|
$8.16M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$5.92M |
| 5 |
Target
TGT
|
$4.68M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$26.7M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$15.7M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$9.59M |
| 4 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
$9.28M |
| 5 |
Philip Morris
PM
|
$7.88M |
Sector Composition
| 1 | Technology | 17.39% |
| 2 | Financials | 12.38% |
| 3 | Healthcare | 11.13% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Industrials | 9.18% |
