BF

BOK Financial Portfolio holdings

AUM $6.65B
1-Year Est. Return 18.47%
This Quarter Est. Return
1 Year Est. Return
+18.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.11B
AUM Growth
+$570M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$30.9M
3
+$10.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.08M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$7.04M

Top Sells

1
+$24.3M
2
+$12.8M
3
+$4.03M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.02M
5
FE icon
FirstEnergy
FE
+$3.99M

Sector Composition

1 Technology 15.66%
2 Healthcare 9.5%
3 Energy 9.38%
4 Financials 7.84%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$738K 0.01%
6,456
-28,094
502
$727K 0.01%
34,326
+10,000
503
$725K 0.01%
7,705
+5,880
504
$720K 0.01%
5,146
+133
505
$715K 0.01%
24,958
-341
506
$712K 0.01%
26,804
507
$706K 0.01%
9,877
-151
508
$692K 0.01%
2,101
+2
509
$683K 0.01%
3,129
-23
510
$680K 0.01%
43,226
511
$679K 0.01%
10,000
512
$678K 0.01%
4,113
-36
513
$675K 0.01%
17,952
-5,580
514
$672K 0.01%
4,996
-196
515
$672K 0.01%
4,924
-3,199
516
$663K 0.01%
12,863
517
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24,222
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518
$647K 0.01%
15,194
-1,496
519
$641K 0.01%
1,245
-6
520
$636K 0.01%
4,822
+883
521
$629K 0.01%
2,791
-50
522
$628K 0.01%
621
+24
523
$627K 0.01%
79,719
524
$613K 0.01%
5,921
+964
525
$612K 0.01%
2,867
-622
19 20
21
22 23