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
$804M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$9.55M
3
+$9.15M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.13M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.91M

Top Sells

1
+$10.6M
2
+$8.03M
3
+$3.7M
4
PAYX icon
Paychex
PAYX
+$3.64M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.97M

Sector Composition

1 Technology 16.54%
2 Healthcare 14.02%
3 Financials 12.25%
4 Consumer Staples 9.79%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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