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
$843M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$10.9M
3 +$4.38M
4
BA icon
Boeing
BA
+$3.73M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$3.3M

Top Sells

1 +$13.3M
2 +$6.59M
3 +$3.51M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.59M
5
BLK icon
Blackrock
BLK
+$2M

Sector Composition

1 Technology 16.01%
2 Financials 11.65%
3 Healthcare 11.15%
4 Industrials 10.28%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,019
177
-4,595
178
-3,000
179
-1,701