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
576
$396K 0.01%
4,421
-2,858
577
$393K 0.01%
9,245
578
$393K 0.01%
+4,041
579
$389K 0.01%
469
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580
$388K 0.01%
4,728
+171
581
$388K 0.01%
10,487
+116
582
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-518
583
$379K 0.01%
6,597
-258
584
$375K 0.01%
3,975
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585
$372K 0.01%
39,000
586
$367K 0.01%
3,189
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587
$367K 0.01%
1,843
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588
$364K 0.01%
9,915
589
$361K 0.01%
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590
$358K 0.01%
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591
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592
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593
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594
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595
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596
$338K 0.01%
2,694
597
$334K 0.01%
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598
$333K 0.01%
3,074
-6
599
$324K 0.01%
4,001
+942
600
$323K 0.01%
12,357
-13,417
22 23
24
25 26