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
151
$174K 0.02%
1,601
+212
152
$174K 0.02%
+20,465
153
$168K 0.02%
2,298
+13
154
$166K 0.02%
2,186
+8
155
$162K 0.02%
1,212
-33
156
$161K 0.02%
366
157
$161K 0.02%
+4,669
158
$160K 0.02%
757
+120
159
$153K 0.02%
321
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160
$141K 0.01%
1,180
+9
161
$140K 0.01%
732
+3
162
$133K 0.01%
1,005
+5
163
$129K 0.01%
1,622
-246
164
$126K 0.01%
2,195
-2,698
165
$125K 0.01%
2,441
-132
166
$124K 0.01%
515
+1
167
$118K 0.01%
2,048
+8
168
$117K 0.01%
384
+1
169
$116K 0.01%
+4,459
170
$114K 0.01%
3,166
+8
171
$113K 0.01%
+877
172
$112K 0.01%
784
-169
173
$106K 0.01%
+1,096
174
$104K 0.01%
+1,797
175
$104K 0.01%
2,945
+75
4 5 6
7
8