BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
This Quarter Return
+6.57%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$1.03B
AUM Growth
+$1.03B
(+7.4%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
200
New
23
Increased
85
Reduced
72
Closed
13
Top Buys
| 1 |
Amazon
AMZN
|
$15.9M |
| 2 |
Eli Lilly
LLY
|
$9.34M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$5.93M |
| 4 |
Abbott
ABT
|
$1.87M |
| 5 |
Merck
MRK
|
$1.76M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$5.19M |
| 2 |
Microsoft
MSFT
|
$4.12M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.83M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.45M |
| 5 |
Broadcom
AVGO
|
$2.43M |
Sector Composition
| 1 | Technology | 15.82% |
| 2 | Financials | 13.26% |
| 3 | Healthcare | 12.37% |
| 4 | Consumer Staples | 9.32% |
| 5 | Consumer Discretionary | 9.06% |
