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
601
$322K 0.01%
4,706
+6
602
$321K 0.01%
5,790
+1,022
603
$319K 0.01%
20,000
604
$316K 0.01%
30,500
605
$312K 0.01%
5,000
606
$311K 0.01%
3,468
-605
607
$307K 0.01%
1,400
608
$306K 0.01%
+4,975
609
$305K 0.01%
2,506
+269
610
$300K 0.01%
4,485
+43
611
$300K 0.01%
5,898
+5,205
612
$296K 0.01%
2,812
-361
613
$294K 0.01%
2,959
614
$292K 0.01%
4,270
-1
615
$288K 0.01%
+5,086
616
$286K 0.01%
1,146
-94
617
$285K 0.01%
21,000
618
$283K 0.01%
2,125
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619
$281K 0.01%
25,658
-305
620
$278K 0.01%
4,950
621
$276K 0.01%
1,884
-7,843
622
$275K 0.01%
27,656
-242
623
$275K 0.01%
3,213
-500
624
$274K 0.01%
+1,500
625
$272K 0.01%
3,505
-8
23 24
25
26 27