BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
This Quarter Return
+1.71%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$1.16B
AUM Growth
+$1.16B
(+1%)
Cap. Flow
+$9.71M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
40.21%
Holding
210
New
12
Increased
77
Reduced
59
Closed
57
Top Buys
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$13.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$8.04M |
| 3 |
Quanta Services
PWR
|
$7.86M |
| 4 |
Eaton
ETN
|
$7.49M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.38M |
Top Sells
| 1 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$18.5M |
| 2 |
Boeing
BA
|
$13.5M |
| 3 |
Zoetis
ZTS
|
$2.9M |
| 4 |
Genuine Parts
GPC
|
$2.17M |
| 5 |
Merck
MRK
|
$1.98M |
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Financials | 14.16% |
| 3 | Healthcare | 10.99% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Consumer Staples | 8.78% |
