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
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$14.1M
3
+$9.78M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$9.76M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$7.14M

Top Sells

1
+$25.6M
2
+$10.7M
3
+$10.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.99M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$8.82M

Sector Composition

1 Technology 15.78%
2 Healthcare 12.72%
3 Financials 12.68%
4 Industrials 9.62%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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