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
$784M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Sells

1 +$17.8M
2 +$8.74M
3 +$8.59M
4
PGX icon
Invesco Preferred ETF
PGX
+$5.06M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.05M

Sector Composition

1 Technology 13.97%
2 Healthcare 13.97%
3 Financials 11.33%
4 Consumer Staples 9.86%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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177
-22,798
178
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179
-24,803
180
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181
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182
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183
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184
-1,481