BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
This Quarter Return
+6.65%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$701M
AUM Growth
+$701M
(+7.6%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
165
New
7
Increased
87
Reduced
52
Closed
6
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$1.92M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.28M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.14M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$889K |
| 5 |
Truist Financial
TFC
|
$763K |
Top Sells
| 1 |
PepsiCo
PEP
|
$1.33M |
| 2 |
Adobe
ADBE
|
$757K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$619K |
| 4 |
Amazon
AMZN
|
$485K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$456K |
Sector Composition
| 1 | Technology | 16.82% |
| 2 | Financials | 14.1% |
| 3 | Healthcare | 13.68% |
| 4 | Communication Services | 10.95% |
| 5 | Consumer Staples | 8.59% |
