BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
This Quarter Return
-3.62%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$839M
AUM Growth
+$839M
(-4.6%)
Cap. Flow
-$3.8M
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
42.81%
Holding
193
New
7
Increased
74
Reduced
78
Closed
18
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$92.7M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$34.2M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$11.2M |
| 4 |
Merck
MRK
|
$10.6M |
| 5 |
Waste Management
WM
|
$8.41M |
Top Sells
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Healthcare | 12.6% |
| 3 | Financials | 12.34% |
| 4 | Industrials | 9.19% |
| 5 | Consumer Staples | 9.16% |
