BCP
Blue Chip Partners Portfolio holdings
AUM
$1.38B
1-Year Est. Return
21.2%
This Fund
S&P 500
1 Year Est. Return
+21.2%
AUM
$1.38B
AUM Growth
+$41.7M
(+3.1%)
Holding
177
Top Buys
| 1 | +$22.5M | |
| 2 | +$14.6M | |
| 3 | +$10.9M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$6.71M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$6.35M |
Top Sells
| 1 | +$26.7M | |
| 2 | +$18.9M | |
| 3 | +$16.8M | |
| 4 |
VICI Properties
VICI
|
+$4.86M |
| 5 |
Broadcom
AVGO
|
+$1.3M |
Sector Composition
| 1 | Technology | 17.49% |
| 2 | Financials | 11.68% |
| 3 | Healthcare | 11.45% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Sysco
SYY
$40.5B
| – | – |
-2,435
|
|
||
177
Zoetis
ZTS
$49.8B
| – | – |
-129,160
|
|